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Certified Retirement Planning Counselor

For over 18 years, Jason Griggs has specialized in advising business owners and high-net worth individuals.  He is a graduate of Indiana University with a degree in Business Administration.  Jason holds a Series 7, 63 and holds his life, health and variable annuity licenses.  He obtained the Certified Retirement Planning Counselor designation (CRPC®) after successfully completing a course of study encompassing pre and post retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. This designation is considered one of the premier retirement planning credentials and is awarded to advisors who passed an examination to prove their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Jason continues to follow his passion of understanding the distinctive needs of his clients and designing customized long-term plans to help each client achieve their unique goals.  His experience in guiding clients through the challenges of several market cycles afforded him valuable professional experience that sharpened his ability to identify opportunities and managing risk. Always going the extra distance for clients are among the personal touches he contends fuels growth for everyone.
Jason has lived in Jacksonville for over 17 years and has been married to his wife Carrie for 15 years.  They have two young children (Anna & Jacob) and live in Jacksonville Beach.  Jason holds leadership positions in the Rotary Club of Ponte Vedra Beach, Beach Church and professional associations.


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