100% Focused on You
Jason W. Jodway has spent more than 22 years specializing in hand-crafting financial plans for people who have a real planning need, are serious about their financial well-being, and are ready to take action.
Jason’s first priority is to build a real advisor/client relationship through knowing and understanding you, allowing him to provide personalized service that the large financial firms just can’t offer. He’s committed to sharing his expertise with you, and ensuring you have education and knowledge at your fingertips.
Expertise and Independence
Jason brings Wall Street to Main Street with his out-of-the-box thinking and non-traditional solutions. Because J. Wellington Financial is not beholden to any large corporations, product quotas, or traditional, out-dated investment models, it can bring you real and independent advice.
“The safest way to double your money is to fold it over once and put it in your pocket”
Jason earned his Bachelor of Arts with a dual concentration on banking & finance and economics. He uses his vast investment knowledge and experience to thoughtfully and skillfully navigate through both booming markets and market crashes to ensure that his clients fulfill their retirement and lifestyle dreams.
Jason has spent more than two decades personally advising thousands of individuals to help them define what their retirement is, create a clear financial plan, and transition them into retirement. Jason has dedicated his career to helping people in the pre-retirement age of 55 and older, women, and healthcare professionals, including over a decade managing and leading a large local healthcare organization’s retirement plan of $500,000,000.
Our Partnership with One Seven:
J Wellington Financial is a DBA of We Are One Seven, LLC. We chose to align ourselves under the One Seven brand because of their commitment to clients and the network of professionals and resources that we have access to through our affiliation.
More than the typical wealth management firm, One Seven’s independent advisors are motivated by the big picture of how your financial and personal wellbeing fit together. Our customized approach, advice, and solutions help you get to the core of what really matters, tap into life-changing opportunities, grow your wealth, and build legacies around the things you truly care about.
Learn more about One Seven.
Jason Understands His Clients
Jason is aware that you are busy with many competing issues like work, family life, and other obligations that can prevent you from moving forward with your financial decisions. He is positioned to work around your needs and to work hard on your behalf while you live your life.
When Jason isn’t assisting clients or following markets, he spends as much time as possible with his wife and 3 children playing, gardening, reading, cooking, enjoying performing arts, and volunteering with local charities.