Jason Cole (CFP®, MBA)

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

  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

Our values are centered on meeting clients where they need to be met and where their interests always come first—where both parties are aligned and equal partners. A dynamic in which clients are not told to do X, Y, and Z in order to reach their goals instead one that involves deep and meaningful discussions to both co-create and get buy-in on a vision and game plan to achieve those goals. At Full Court Strategic Wealth, we meet clients where they are, not where we think they should be. Our philosophy is the antithesis of "follow this financial prescription or else your financial health will be at risk." Given that everyone's financial situation is unique, we believe in providing tailored financial planning and investment management catered to one's individualized needs. Our success isn't measured by how much money we manage nor the quantity of clients we have, but rather our ability to build long-term trusted relationships that create more than financial intimacy. The stock market will do whatever it ends up doing and we have no control over that. What we have control over is how we treat our clients, our ability to listen to their dreams and visions, and ultimately guiding and helping them achieve their respective goals. We seek honest and authentic partnerships with clients who are comfortable being a big fish in a small pond, know they will be prioritized, held accountable, and trust that our advice is being given to serve their best interests.

Additional Information

I love traveling with my family especially to the West Coast.  My down time usually consists of fitness training, enjoying my pool, playing with my dog and creating life's moments with my family. Laughing is one of my favorite things to do and always try to "light up" the room. My friends are from all walks of life and I am constantly in search of strong, positive people in my life.

To see a listing of services we offer, please visit https://www.fullcourtstrategicwealth.com/services

NAPFA Start Date

October 07, 2022


This Office

100 Century Parkway, Suite 160 Mt. Laurel, NJ 08054 Phone: (267) 970-6464