Jason Windham, CFP®, CLU®, ChFC®, CIMA®, AIF®
President at The Shobe Financial Group- Claim this Profile
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Bio
Credentials
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Accredited Investment Fiduciary®
Fi360 -
Certified Financial Planner™
CFP Board -
Certified Investment Management Analyst®
Investments & Wealth Institute -
Chartered Financial Consultant®
The American College -
Chartered Life Underwriter®
The American College
Experience
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The Shobe Financial Group
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United States
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Financial Services
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1 - 100 Employee
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President
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1998 - Present
Jason P. Windham, President of The Shobe Financial Group, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, and a Certified Investment Management Analyst in Baton Rouge, Louisiana. His credentials include being a Registered Representative with Raymond James Financial Services, and a licensed Life, Health & Accident, and Variable Annuity agent in several states. Shobe Financial Group specializes in providing comprehensive financial planning, and investment management services to a wide range of businesses, families, individuals, physicians, pre-retirees, retirees, and professionals. Over time, we have built a particular knowledge base reflecting in-depth work focusing in these areas. Although we specialize in these concentrations, we are also able to bring value to other unique circumstances in which you may need our guidance. The Shobe Financial Group and Shobe & Associates, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Shobe & Associates, Inc. Securities are offered through Raymond James Financial Services, Inc. Member, FINRA/SIPC. For important disclosure information, please see "Social Media Disclaimer" link in the "Contact Info" section.
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American Cast Iron Pipe Company
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United States
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Manufacturing
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700 & Above Employee
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Sales Engineer
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1991 - 1998
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Education
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University of Pennsylvania - The Wharton School
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The University of Texas at Dallas
Post-Graduate, Business Administration and Finance -
University of Alabama
Bachelor of Science (B.S.), Mechanical Engineering -
Milton High