Jason M. Walters

Financial Advisor, Vice President

Jason Walters is a Financial Advisor who prioritizes a holistic approach to guide individuals, families and businesses towards achieving their short- and longer-term financial goals. He is passionate about helping clients not only achieve their present goals but also build a secure foundation for future generations. Drawing on his extensive background in financial services, retirement planning, and investment management, Jason tailors strategies that empower his clients with financial understanding.

Experience:

  • Truist Investment Services, Inc., Vice President, Financial Advisor
  • BB&T, Vice President, Wealth Advisor
  • American Classic Agency, Independent Insurance Agent/Financial Advisor
  • Wells Fargo, Financial Advisor

Education/Certifications:

  • Liberty University, BS, Business Administration
  • Securities Industry Essentials Examination
  • Series 6, 7, 63, 66 licenses