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Jason B. Covington

Jason B. Covington

Senior Financial Advisor

Influence, Education and Career Transformation

At the age of 10, my fascination with investing was sparked while depositing my paperboy paychecks into the local credit union. I couldn't help but wonder how I could put my money to work more effectively, much like the strategic investments in the game of Monopoly that I enjoyed. Furthermore, my interest in understanding how global events and news headlines influenced markets and people's lives deepened my curiosity.

It wasn't until college that I truly delved into the intricacies of stocks, bonds, and other financial markets, igniting a passion for capital markets and investments. My academic focus and career path shifted toward finance, business, and investment. I hold the Certified Financial Planner (CFP), Accredited Asset Manager (AAMS) and insurance licenses.

For the past 23 years, I have had the privilege of helping many individuals, families and organizations achieve success with their investments, with much of my career spent at Charles Schwab. During my time there, I held various roles, including VP Financial Consultant, Private Client Advisor, and Senior Manager-Wealth Advisor.

My Perfect Job and Passion

Today, I'm living my dream job, fueled by an unwavering passion for nurturing long-term relationships with my clients and partnering with them to plan for and live their financial goals. My commitment to delivering personalized financial expertise and guidance to my clients is relentless.

Life Beyond Finance

While I'm deeply dedicated to the world of investments and finance, I find tremendous joy in life outside of work. My cherished moments are spent with my wife and three children, and our family. Beyond that, I enjoy music, connecting with nature, participating in sports, mentoring and working with youth and teenagers, and continuously seeking knowledge.