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 |