Exit Planning Institute - Find a CEPA

Jason P. Windham is a President, Partner and CERTIFIED FINANCIAL PLANNER® based in Baton Rouge, Louisiana with over 25 years of experience in the field.

Jason takes great pride in the impact he and the team can make in people’s lives. Through tailored financial plans, wealth management strategies, and thoughtful retirement planning, he can help clients pursue their financial freedom.

A lifelong learner, Jason is always looking for his next opportunity to grow—personally and professionally. He has earned a bachelor’s degree, master’s degree, and several industry designations. His involvement in the community is also extensive. Jason is often asked to speak to various groups, and he has served on the boards for Junior Achievement, Alzheimer Services of the Capital Area, Country Club of Louisiana, and the local chapter of the Financial Planning Association.

He and his wife, Susan, live in Baton Rouge and have two sons, Trevor and Bryant. Jason enjoys spending time with his family, fishing, golfing, and running. He’s also an avid surfer, catching waves along the shores of the Gulf of America, the East Coast, the West Coast, Mexico, Hawaii, Nicaragua, Costa Rica, and even Ireland.

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Jason P. Windham is a President, Partner and CERTIFIED FINANCIAL PLANNER® based in Baton Rouge, Louisiana with over 25 years of experience in the field.

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Advisor Type: Wealth Manager
Website:
https://www.carsonwealth.com/team/team-locations/shobe/
Phone: +12257637023
City: Baton Rouge
State: Louisiana
Postal Code: 70810
Country: United States
Designations: CFP, CLU, ChFC, CIMA, MBA, AIF, EA, CEPA
Markets Served: Business Owners, Busy Professionals, Executives and People/Businesses needing help managing their financial goals and financial affairs
Company Name: Carson Wealth/The Shobe Financial Group

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JASON WINDHAM

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