Jason Branning (CFP®, RICP®)

Jason Branning focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs

Planning Specialties

Dedicated portfolios, retirement income planning, investment management

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC.

Jason frequently writes about modern retirement theory, a goal prioritized retirement planning framework for retirees. (View articles: https://branwealth.com/published-papers/)

Jason’s articles with M. Ray Grubbs, Ph.D. Modern Retirement Theory (2009), Using a Hierarchy of Funds to Reach Client Goals (2010), and Contingency Fund: Individual Retiree Risk Management (2022) have been published in the Journal of Financial Planning. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum.

Jason has been quoted in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He served as a contributing author for the Financial Planning Association’s (FPA) general public website.

He currently serves as a Peer Reviewer for the Journal of Financial Planning. He formerly served on the Journal of Financial Planning’s Advisory Board (2010-2014) and as a peer reviewer for the Retirement Management Journal.

In 2014, Jason was appointed by the Governor to serve on the College Savings Mississippi Board, where he served as Investment Committee Chair. Jason has served as an expert witness for FINRA arbitration.

Additional Information

Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

NAPFA Start Date

April 19, 2023


This Office

4266 I-55 North Suite 108 Jackson, MS 39211 Phone: (601) 500-7925