Jason Rockwell

Financial Advisor

Domicile State: GA

QUALIFICATIONS

  • Financial Professional since 2009
  • Licensed to sell Life & Health Insurance
  • Registered to offer securities products
  • FINRA Series 6, 63 and 65 securities registrations (www.finra.org)
  • NAIFA Quality Award Winner (2012 - 2015)

 

PRODUCTS AND SERVICES

  • Stocks, Bonds, and Mutual Funds
  • Wealth Management Services
  • Access to Managed Accounts
  • Annuities, Fixed and Variable
  • Charitable Giving Strategies
  • Disability Income and Retirement Savings  Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives, Transfers, Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

I am licensed and registered to offer products and services in GA. Licenses and registrations will vary. 

Phone (912) 819-2414
Fax (912) 819-2576