Jason Baucom MS-PFP®, MPAS®, AAMS®, AWMA®, CRPC®, CLTC®, CPFA®, ESG(k)®
Jason Baucom is the President and Founder of JB Wealth Management, a firm that provides personalized and comprehensive financial guidance for individuals, families, and small businesses by helping them complete their unique financial puzzle one piece at a time.
Jason's 20+ years of experience in financial services is broad and extensive having served investors in a variety of capacities since 2003. After obtaining a Bachelor of Arts degree from the University of California, San Diego, Jason began his financial career at US Bank as a banker and advanced through the ranks of management. In 2005, Jason became a dual employee of US Bank and US Bancorp Investments & Insurance where he advanced and developed into a Financial Specialist. As a dual employee, Jason gained valuable experience interacting with individuals, families, and small businesses while helping them to accomplish their short and long-term goals. To further complement his experience and ability to help clients, Jason obtained a Master of Science Degree in Personal Financial Planning (MS-PFP) from the College for Financial Planning and the Certified 401(k) Professional Designation from The Retirement Advisor University in conjunction with UCLA Anderson School of Management Executive Education.
Jason holds FINRA Series 7, 66, Securities Industry Essentials (SIE) registrations with LPL Financial and is Life, Health, and Long-Term Care Insurance licensed. CA Insurance Lic#0J12478. In addition to that, Jason holds eight professional designations:
Master Planner Advanced Studies℠ (MPAS®)
- The Master of Science Degree Program in Personal Financial Planning is tailored for financial planners who are interested in expanding their knowledge beyond typical financial licensing and credentials. The curriculum is based on client-centered, problem-solving methods using case studies to give a hands-on approach to the material. The focus is on analyzing, synthesizing, and evaluating the always evolving financial planning process with insurance, investment planning, income tax planning, retirement planning, employee benefits, estate planning, portfolio management and pre-retirement planning. Students who earn the MPAS® will satisfy the education requirements to sit for the CFP® Certificate Exam.
Accredited Asset Management Specialist℠ (AAMS®)
- The Accredited Asset Management Specialist℠, or AAMS®, is a certification program for financial professionals. Created in conjunction with many of the country's top investment firms, AAMS® is uniquely suited to the needs of today's investment professionals. This course offers a logical progression of topics, enabling you to think in terms of clients' total financial situations, not just their investments. At the conclusion an advisor will be able to identify opportunities and employ strategies that are enhanced not only with regard to investments but also related to planning for insurance, tax, retirement, and estate issues. The program provides advisors with strong fundamental financial knowledge with an additional focus on asset management.
Accredited Wealth Management Advisor (AWMA®)
- The AWMA® program is a certification program designed for experienced advisors who want to better address the unique needs of high-net-worth clients. The program's one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with all business owners, succession/exit planning, fiduciary responsibilities, regulatory issues and minimizing investment volatility.
Certification for Long Term Care (CLTC®)
- A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences and when appropriate, recommend long-term care insurance as a funding source for that plan. The designation has been recognized and supported by The American College, CFP Board, NAIFA, NAHU and major insurance carriers.
Chartered Retirement Planning Counselor (CRPC®)
- Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
Certified 401(k) Professional Designation
- The C(k)P® Certified 401(k) Professional Designation represents the pinnacle of achievement for the professional Retirement Plan Advisor. It recognizes a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P® designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom. C(K)P® Designation Program: The C(k)P® Designation or Certified 401(k) Professional Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.
Certified Plan Fiduciary Advisor (CPFA®)
- The Certified Plan Fiduciary Advisor (CPFA®) credential offered by the National Association of Plan Advisors was developed by some of the nation's leading advisors and retirement plan experts. This credential demonstrates an advisor's knowledge, expertise and commitment to working with retirement plans. Plan advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Non Qualified Plan Consultant (NQPC™)
- The NonQualified Plan Consultant (NQPC™) credential – developed by some of the nation's leading advisors and retirement plan experts – demonstrates your knowledge, expertise, and commitment to working with nonqualified deferred compensation and nonqualified executive compensation plans. Advisors who earn their NQPA™ demonstrate the expertise required to advise employers on nonqualified plan design and plan financing.
Certification in The Retirement Income for 401(k) Plans (RI(k)™)
- National Association of Plan Advisors (NAPA) launched a new certificate program designed for retirement advisors to evaluate, explain, and implement retirement income solutions for clients. This certification demonstrates that an advisor can define the importance of retirement income solutions and show how they are critical to holistic participant outcomes. Advisors will gain insight into effectively communicating these solutions to key stakeholders, selecting optimal plans based on differing factors, and choosing strategies for continuous learning as solutions evolve in the marketplace.
Certification in Environmental, Social, and Corporate Governance (ESG) Investing for 401(k) Plan Advisors (ESG(k)®)
- ESG Investing for 401(k) Advisors Certificate Program was created by some of the nation's leading retirement education resources. This program helps Financial Advisors gain fluency in ESG principles, strategies, and investment screening. Certificate holders gain insight into common questions and concerns, what questions to ask in assessing ESG investments, and the benefits and risks of ESG investments for retirement plans.
College for Financial Planning®
Over 50 years ago, the College for Financial Planning®—a Kaplan Company introduced the CERTIFIED FINANCIAL PLANNER™ certification, which is now the world's most recognized and respected financial planning credential.* Years later, as an early adopter of online education, the College combines cutting-edge, flexible learning with a rich history in financial education to meet the needs of today's financial services professionals. From graduate programs to professional designations to exam prep, our dedication to excellence, innovation, and student-centric learning underscores everything we do.
In July 2018, Kaplan acquired the College for Financial Planning®, bringing together two respected leaders in financial services education. Accredited by the Higher Learning Commission, the College for Financial Planning®—a Kaplan Company remains an independent institution owned by Kaplan.
NAPA (National Association of Plan Advisors)
The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.
While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans:
- The retirement industry is in transition and NAPA is a leader for positive change.
- NAPA's core purpose is to enhance retirement security in America.
- NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants.
- NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system.
- NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients.
- NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies.
- NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients' interests first.
Membership offers three valuable benefits: advocacy, business intelligence, and networking – all designed to keep plan advisors in the forefront of the industry and help them succeed.
The Retirement Advisor University®
- TRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating retirement plan advisors benefit by earning a professional designation and certification that has real meaning to plan sponsor clients, prospects, and the retirement industry. Curriculum is a combination of onsite classes at the UCLA campus, virtual classroom courses and self-study. By combining world class professors with retirement industry leaders, TRAU has created the most comprehensive retirement training program for financial advisors in America. This unique combination of academic excellence and practical experience provides the foundation to develop highly skilled and knowledgeable retirement plan advisors.
MS-PFP®, MPAS®, AAMS®, AWMA®, CRPC®, conferred by the College for Financial Planning
CPFA®, ESG(k)®, NQPC™, RI(k)™ conferred by the National Association of Plan Advisors
CLTC ®, conferred by the Certification for Long Term Care
C(k)P®, conferred by The Retirement Advisor University® in conjunction with the UCLA Anderson School of Management Executive Education
This level of continuing education and credentials shows that Jason is committed to evolving with the times while serving his clients by helping them make the best informed decisions while sharing his professional knowledge.
Jason is originally from Southern California and has lived in Las Vegas since 2000. He enjoys teaching financial literacy, being a girl dad of 2, attending sporting events with his wife, coaching youth sports, working out, playing golf, camping, traveling, cooking, playing vintage board games and creating memories with friends and family.
Steve Budin JD, CFP®
Steve Budin is the President and Founder of The Budin Group. Steve is a lawyer, Certified Financial Planner and a member of the NFLPA Registered Player Advisor Program. The NFLPA has a registration process that includes a comprehensive background check. Steve and his team provide compliance services and operational support for JB Wealth Management. The Budin Group and JB Wealth Management are separate entities and not affiliated with LPL Financial.
