Jason R. Watson

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)355-7863
Fax: 610-3256 ext. 24
Mobile Phone:Cell (610) 517-1812
E-mail: jwatson@cfg.nef.com

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Jason Watson is a 2001 Villanova University Graduate. He earned his Bachelor of Arts majoring in Communications, with a minor in Finance.

Jason focuses primarily in Estate and Succession Planning as well as High-End Wealth Management. He has been a Leaders Qualifier for the last seven years and a Masters Qualifier in 2009. He strives to create close connections with his clients and in doing so earns the trust of many respected individuals.

Jason currently resides in Center City, Philadelphia with his wife Nicole. They are both involved in numerous charities and are avid athletes
participating in events such as the annual Broad Street Run and the Philadelphia Half-Marathon.

PROFESSIONAL SERVICES

• Advanced Estate Planning Strategies
• Business Succession Planning
• High Net Worth Wealth Management
• Group Benefit and Risk Management Planning

QUALIFICATIONS

• B.A. Communications, Minor in Finance
• Special Designations: Series 6, Series 63, Series 65
• Member of National Association of Life Underwriters
• Member of National Association of Insurance and Financial Advisors
• Member of MDRT
• Multi-Year Leaders Qualifier since 2003
• Won Associate of the Year in 2003
• Masters Qualifier in 2009
   

PERSONAL INVOLVEMENTS

• Little Smiles Charity
• Young Variety Club
• Villanova Alumni Association
• PASPCA