Location
| Full Address | 100 Century Pkwy, Mount Laurel Township, NJ, USA |
| City | Mount Laurel |
| State | NJ |
About
| Biography | I have worked in financial services since graduating from The Pennsylvania State University Smeal College of Business with an Accounting degree in 1992. From there, I spent 3 years as an auditor for Deloitte & Touche. In 1997 and after many interviews on Wall Street, my path led me to my backyard of Philadelphia, where I was hired as a junior financial advisor at a small boutique financial planning and wealth management firm. While there, I earned my MBA in Finance at the Temple University Fox School of Business. I soon rose to Vice President and eventually became a Partner. My main roles included financial planning, business development, wealth management, client service, and tax and insurance planning. In 2005, I earned my CFP®. My clients included privately held business owners, physicians, C-level executives, professional athletes, and entertainers. After 22 years at Abacus Wealth, I left in 2019. Having seen first-hand the financial struggles, poor decision making, and bad advice often provided to athletes, I formed a sports and entertainment management firm, Off Court Management, to provide consulting services, tax return preparation and philanthropic consulting. Amidst a global pandemic and stock market sell off, in 2020, I decided to form Full Court Strategic Wealth, LLC, a New Jersey registered investment advisory firm (RIA). This would allow me to utilize my CFP® once again to provide objective and tailored investment management and comprehensive financial planning to a diverse clientele focusing on their long-term financial success. I often recommend they take necessary and difficult steps to achieve their stated goals knowing that financial security is not a sprint rather a marathon. I pride myself on not only listening to my clients but truly hearing what their wants and needs are so I can best help them achieve what truly matters most to them, be it financial or something else. Having gone through a difficult and expensive divorce and seeing firsthand how financially, emotionally, and energetically draining divorce can be, I want to help clients navigate the process with guidance, facts, and realistic financial outcomes. I am a Certified Divorce Specialist (CDS®), a member of the FPA, NAPFA and the National Association of Divorce Professionals. My family resides in Marlton, NJ. I have always been active in national and local community service. I love traveling, fitness training, playing with my dog and creating life’s moments with my kids. |
Profession
| NADP Category | Financial |
| Financial Profession | Financial Advisor / Planner / Analyst / Wealth Manager |
| Title | President |
| Business Name | Full Court Strategic Wealth |
Contact
| Email Address | |
| Phone Number | |
| Website |
Experience
| Company | Full Court Strategic Wealth |
| Job Title | President |
| Location | Mt. Laurel, NJ |
| Start Month | August |
| Start Year | 2020 |
| End Month | Present |
| Company | Abacus Wealth Partners |
| Job Title | Principal |
| Location | Philadelphia, PA |
| Start Month | January |
| Start Year | 1997 |
| End Month | July |
| End Year | 2019 |
| Company | Off Court Management Group |
| Job Title | President |
| Location | Mt. Laurel, NJ |
| Start Month | August |
| Start Year | 2019 |
| End Month | Present |
Education
| School/University | The Pennsylvania State University Smeal College of Business |
| Degree | B.S. |
| Field of Study | Accounting |
| Start Year | 1989 |
| Year Graduated | 1992 |
| School/University | Temple University Fox Business School |
| Degree | M.B.A. |
| Field of Study | Finance |
| Start Year | 1997 |
| Year Graduated | 1999 |
Details
| First Name | JASON |
| Last Name | COLE |
| Username | jcole823 |