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Name
Jason LaBarge
Title
Financial Advisor
Bio
I received my Bachelor’s in Accounting and Health Administration from the University of South Dakota. I have my FINRA Series 6, Series 63, and Series 65 registration, along with state insurance licenses. I'm a National Social Security Advisor, certified by the National Social Security Association.
I've been in the financial services industry for over 10 years with experience that included time at Allianz Life as Vice President of Sales teaching financial advisors nationwide about that company’s investments and at a brokerage firm helping financial advisors with a full array of financial products and services.
In 2014, I wanted to start helping individuals plan for their retirements. I had worked with firms across the country and jumped at the chance to join one of the best retirement firms I knew. Today, I'm a Managing Partner at Premier Planning Group in Annapolis, MD and work with individuals and business owners specializing in wealth preservation and retirement distribution strategies.
I live with my wife Lacey and three sons, Isaac, Xavier, and Julian in Severna Park. I'm very involved in my community by donating time to the Church and serving as Treasurer for a local non-profit organization.
115 West Street, Suite 400, Annapolis, MD 21401 | 443.837.2531
Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.
I've been in the financial services industry for over 10 years with experience that included time at Allianz Life as Vice President of Sales teaching financial advisors nationwide about that company’s investments and at a brokerage firm helping financial advisors with a full array of financial products and services.
In 2014, I wanted to start helping individuals plan for their retirements. I had worked with firms across the country and jumped at the chance to join one of the best retirement firms I knew. Today, I'm a Managing Partner at Premier Planning Group in Annapolis, MD and work with individuals and business owners specializing in wealth preservation and retirement distribution strategies.
I live with my wife Lacey and three sons, Isaac, Xavier, and Julian in Severna Park. I'm very involved in my community by donating time to the Church and serving as Treasurer for a local non-profit organization.
115 West Street, Suite 400, Annapolis, MD 21401 | 443.837.2531
Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.
