Jason K. Branning
Branning Wealth Management, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $200,000
Minimum client income required: $100,000
Title: Financial Advisor
Offering advice since: 1998
Areas of expertise:
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
Further information about Jason K. Branning:
Financial Planning Association of MS, Board of Directors
Christ Covenant School, Board Trustee
Compensation and Fee Structures:
Fee-based asset management
Commissions from insurance
Financial Plans for a fee
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER(TM)
Education:
Bachelors of Arts in English, Mississippi College, 1997
Certificate in Financial Planning, Florida State University, 2006
Will provide references upon request?
No
Further information about Branning Wealth Management, LLC:
(Size of firm: 0-9 advisors)
Independent, fee-based financial planning firm.
Contact Information for Jason K. Branning
Phone: 601-500-7925
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Address for Jason K. Branning:
602 Steed Road
Suite 110
Ridgeland, MS, 39157
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