Jason Austell, CFP, ChFC, CLU

Jason Austell, CFP, ChFC, CLU - CLU®, ChFC®, CFP®

Financial Services Representative

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)714-3160
Fax: (704)366-6900
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building and sustaining their financial independence. I have the skills, knowledge and experience needed to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS ANDSERVICES

  • Variable and Fixed Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Special Needs Planning
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life, Accident & Health Insurance
  • Licensed to sell Long Term Care Insurance
  • Series 7, 24, 53, 66
  • Began Career in Financial Services in 2002
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant® Certificant
  • Chartered Life Underwriter® Certificant
  • Special Needs Planner with MetLife

PERSONAL

  • Resident of Gastonia, NC
  • Family: Wife – Stacey,  Son - Grant
  • Hobbies: Reading, Golf, Sports, Travel
  • Graduate of NC State University(2001)
    • Major in Business Management
    • Concentration in Finance
    • Minors:  Economics and Accounting

ORGANIZATIONS

  • Member of Charlotte Estate Planning Council
  • Member of NAIFA – Board Member
  • Member of Charlotte Chamber of Commerce
  • Member of GastoniaRotary Club

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities and investment advisory services are offered through New England Securities Corp. (NES) (member FINRA/SIPC), 501 Boylston Street, Boston, MA 02116. New England Financial is a registered  mark for New England Life Insurance Company (NELICO), Boston, MA.  NES and NELICO are affiliates.