About Us
Series 6, 63, 26, 65
Investment Adviser
Jasper was born and raised in Memphis, TN “Home of the Blues”. Proceeding higher education at the University of Memphis, he experienced a family tragedy that hit close to home. Unbeknownst to him this event would be the genesis of his career into financial services and fueled his passion to become a financial literacy advocate. Discipline and persistence, two traits he’s drawn from his athletic background, has served him well in career. Today Jasper resides in the Greater Nashville Area with his wife.
Just like a championship winning team, Jasper has implemented a personal philosophy that every financial game plan should consist of a great offensive and defensive strategy.
Pillars
Our guiding pillars are essential to how we conduct business and demonstrates our commitment to our clients.
Trust
We seek to build trust in every relationship. We seek to consistently build trust in every interaction by conducting ourselves in a professional manner.
Empathy
Always seeking to understand, we value the diverse needs and experiences of our clients. We do not provide a one size fits all approach, we seek to offer solutions that are tailored to your specific needs.
Integrity
As a fiduciary, we act with honesty and adhere to the highest standards of moral and ethical values and principles in a professional manner.
Best in Class Investment Solution Offerings
Individual Retirement Plans
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Solo 401k
Separately Managed Accounts
- Dana Investment Advisors
- Genter Capital Management
- Franklin Templeton Investments
- AGF
Business Retirement Solutions
- American Funds
- Voya
- July Services 401k and Cash Balance Plans
529 Plans
- American Funds
- Fidelity Investments
- Franklin Templeton Investments
- Scholar's Choice
Planning Process Workflow
STEP 1: DISCOVERY
This step involves learning about you. Understanding who you are, what is important to you, identifying and prioritizing your objectives.
STEP 2: FORMATION OF GOALS
We begin with the end in mind. Would you board an airplane of which you didn't know the arrival time and destination? Taking into account information gathered in Step 1, we work diligently to provide a step by step plan to carry out your objectives. What will result is a date and dollar specific plan.
STEP 3: IMPLEMENTATION
Sound decisions are based on facts and careful research, not emotions. Building on Steps 1 and 2, we will select an investment strategy that aligns with your goals and objectives.
STEP 4: REVIEW
Circumstances can and will change for clients. Whether your goals and objectives have evolved, you’re worried about market volatility, or you’d just like reassurance that you are on the right path, we are committed, to being available to you. If you think it might be time to make changes, we can start the process again to help keep you on track.
STEP 5: GENERATIONAL TRANSFER
When the inevitable arrives, we insure you're prepared. Whether you want to leave assets to you're family, or support an non-profit that has an initiative that resonates with you; We are committed to facilitating this process in an intelligent, tax efficient manner.
formation of goals
discovery
understanding concerns, values & goals
STep 1
STep 2
STep 5
generational Transfer
leaving legacy to those you love
STep 4
STep 3
we begin with an end in mind
review
implementation
track & monitor progress
of investment strategy
Frequently Asked Questions
- Are you a fiduciary?
Yes
- Do you have an investment minimum?
No, we do not have investment minimum at this time
- What is your investment philosophy?
All bad investing is focused on performance and market timing. Great investing is goal oriented.
- How much are your services?
We have different compensation models based on your financial needs. Because we serve a very diverse client base, we structure things to be most flexible based on what your financial game plan dictates.
Contact Us
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Phone
(615) 249-8247
Address
223 Madison St, Ste 115
Madison, TN 37115
Email
investmentadviser@jasperbaptist.com