Jason Cole (CFP®, MBA)

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

  • Alternative or Private Investments
  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Professional Athletes or Entertainers
  • Tax Planning

Planning Specialties

Tax Planning, Divorce Planning, Retirement Planning, Estate Planning, Insurance Planning, College Planning. To see a listing of services we offer, please visit https://www.fullcourtstrategicwealth.com/services

Additional Information

Solo practitioner with over 30 years of related accounting and financial services experience. Having worked at a multi-billion dollar fee-only investment advisory for over two decades, I am able to work with a diverse clientele who seek sound and objective investment advice and tailored financial planning expertise. Having studied and practiced accounting, I believe proper tax planning is crucial to the success of any financial plan and integral in developing and implementing an appropriate investment allocation. Managing assets is not as fulfilling to me as is helping people understand how to take control of and play a crucial role in managing their overall personal finances. If you want to be a big fish in a small yet relatively inclusive pond, maybe the bait on my fishing rod is worth taking. As far as how I charge my clients I am flexible in my fee structure as I work with my clients to determine if a flat AUM percentage, a quarterly retainer and/or other fee structures are most appropriate for each tailored client's personal financial situation.

NAPFA Start Date

October 07, 2022

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This Office

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