Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC®
Chief Wealth Strategist
As IFWA Chief Wealth Strategist and Director of Advanced Markets, Jason Heller plays a critical role at the IFWA. Jason’s expertise includes the development and implementation of strategies to help clients achieve their goals of growing, preserving, and transferring their wealth. Since 2010, Jason also works with over 160 registered representatives as the Investment Specialist for a fortune 500 financial services firm.
In 2007, Jason was named National Investment Specialist of the year. He is also a lifetime qualifying member of the Million Dollar Round Table, and 8 year qualifying member of the Court of the Table. Jason is not only a Certified Financial Planner Professional®, he has earned over twenty industry designations, including the Certified Investment Management Analyst (CIMA® a designation given jointly by the Wharton School of Business and the Investment Management Consultants Association (IMCA) along with the Retirement Income Certified Planner (RICP®).
Jason also has two Masters degrees in Financial Services from the Institute of Business & Finance and the American College. He is also currently a PhD candidate at the American College for financial and retirement planning. Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. A conservative asset manager by training, Jason’s motto with clients is “I would rather lose a little opportunity than lose actual dollars.”
Professional success is just one of the pillars reflective of MDRT levels of excellence. While members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs, and ensuring that they are prepared in the event of a catastrophe. MDRT members come together not for accolades and personal gain, but to share how they provide peace of mind, save lives, and protect the futures of clients.