Jasper Baptist

Investment Adviser

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Planting seeds today, so others can sit in the shade tomorrow...

Series 6, 63, 26, 65

Investment Adviser

About Us

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

Empathy

Integrity

We seek to build trust in every relationship. We seek to consistently build trust in every interaction by conducting ourselves in a professional manner.

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.

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

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Solo 401k

Individual Retirement Plans

  • American Funds

  • Voya

  • July Services 401k and Cash Balance Plans

Business Retirement Solutions

  • Dana Investment Advisors

  • Genter Capital Management

  • Franklin Templeton Investments

  • AGF

Separately Managed Accounts

  • American Funds

  • Fidelity Investments

  • Franklin Templeton Investments

  • Scholar's Choice

529 Plans

Planning Process Workflow

This step involves learning about you. Understanding who you are, what is important to you, identifying and prioritizing your objectives.

STEP 1: DISCOVERY

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.

STEP 5: GENERATIONAL TRANSFER

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 2: FORMATION OF GOALS

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 4: REVIEW

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 3: IMPLEMENTATION

STep 3

track & monitor progress

review

STep 5

STep 4

STep 1

implementation

of investment strategy

leaving legacy to those you love

generational Transfer

understanding concerns, values & goals

discovery

we begin with an end in mind

formation of goals

STep 2

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

Phone

Address

Email

Your paragraph text

(615) 249-8247

223 Madison St, Ste 115

Madison, TN 37115


investmentadviser@jasperbaptist.com