Client Login

Jason Prattes

Jason Prattes
LPL Financial Advisor

Jason Prattes | LPL Financial Advisor

Jason Prattes is a member of our team of investment consultants. With over 10 years of experience in the financial planning and investment field, he has extensive experience in asset management, investments, health insurance and 401k plans. Jason recently was listed on FT Magazine’s Top 401 Retirement Advisers in their May 28th, 2015 publications*.

Jason earned a Bachelors of Science degree in Economics and Bachelor of Arts degree in Public Policy from Southern Methodist University in Dallas, TX. Jason holds a General Securities Series 7 and Investment Advisory Series 65 license. Today Jason provides retirement plan consulting for more than 30 corporate clients, and manages over $100 M in retirement plan assets.

Jason prides himself on providing his clients exceptional financial advice with integrity and superior ethics.

*Financial Times list  is based on six broad factors and calculates a numeric score for each adviser. Areas for consideration include adviser AUM, asset growth, years of experience, industry certification, Finra compliance record and online accessibility.

CA Insurance License 0E88755

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421