Jason Austell MSFS, CFP®, CHFC®, CLU®, CASL®, RICP®, AEP®, CAP®, CHSNC®, CPFA® is a 2001 graduate of North Carolina State University where he majored in Finance and received minors in Accounting and Economics.

He has over 20 years of experience working with clients in both the personal and professional markets where he utilizes the financial planning process as the core to his relationships. He holds FINRA Series 7, 66, 24 and 53 licenses, as well as state Life/Accident/Health. He is a Certified Financial Planner™ (CFP™) professional and has obtained the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Chartered Special Needs Counselor (ChSNC®).

In 2017, Austell completed his master’s in financial services (MSFS) at The American College for Financial Service Professionals. Austell is a Past President of NAIFA NC and has been a member since he began his career. He is also a member of the Charlotte Estate Planning Council, Society for Financial Service Professionals and the Rotary Club of Gastonia. Austell enjoys sports, travel and good food. He lives in Gastonia, NC with his wife, Stacey, and their three children: Grant, Emerson, and Ansley.