Our Qualifications

 

 

Jason Mieras is a Certified Financial Planner™ (CFP®) with nearly 20 years of experience working with clients to find solutions to their financial goals.  As a CFP®, Jason has expertise in the areas of investing, insurance, tax planning, retirement planning, and estate planning.

 

In addition to working with his clients, Jason is the manager of one of American Portfolios' largest Offices of Supervisory Jurisdictions (OSJ), more commonly referred to as an advisor group.  Providing supervision and assistance to other advisors with complex planning strategies for their clients are among Jason's responsibilites in his role as a manager with American Portfolios.

 

Jason also served on the American Portfolios Advisor Council from 2009-2013.  The purpose of the Advisor Council is to act as a liason between American Portfolios and their field of nearly 800 advisors.  The goal of the Council is to ensure that the affiliated advisors have a voice within the company on such issues as compliance, technology, and practice management.

 

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more about the importance of working with a

Certified Financial Planner™ Professional