My Financial Advisor Advertising Profile
My Financial Advisor Company Overview:
Jason is a Financial Advisor with My Financial Advisor. Prior to joining the team, Jason was an advisor with Edward Jones. He graduated from Illinois State University suma cum laude with a Bachelor of Science in Finance and a Bachelor of Arts in Managerial Economics. Jason was a four-year Division I athlete as a member of the ISU Mens Golf Team and earned Academic All-Conference and Deans List accolades every semester. Jason is passionate about helping all individuals, families, retirees, and business owners in reaching their financial goals. Outside of work, Jason finds importance in giving back to the surrounding communities. He volunteers his time at local junior golf programs and also volunteers with the youth ministry program at Good Shepherd Lutheran Church in Naperville. On a personal level, Jason enjoys spending time with his family, golfing, and hiking and is currently training to hike Mount San Jacinto in the fall. Lisa has over 25 years experience working with us. She is a friendly and helpful, and will assist our clients with customer service or setting up an appointment. She has spent her entire career working with health care and non profit organizations. She is committed to superior service. *The 2017 and 2016 Most Influential Women in Benefits Advising and the 2015 NAPA Top Women Advisor recognitions are based on peer nomination and selection by a panel of judges. The recognition is not representative of investment performance and does not represent a particular client experience or endorsement. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
Primary Address
800 Roosevelt Road Building B
Glen Ellyn, IL 60137
My Financial Advisor Advertising Agencies
Explore a detailed list of current and past ad agencies that work with My Financial Advisor. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of My Financial Advisor's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does My Financial Advisor have?
My Financial Advisor has 1 unique brands.
How much does My Financial Advisor spend on media?
It is unknown how much My Financial Advisor spends on media.
My Financial Advisor Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire My Financial Advisor marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at My Financial Advisor?
The chief marketing officer at My Financial Advisor is N/A.
How big is the My Financial Advisor Marketing Team?
There are 2 staff members currently involved in marketing for My Financial Advisor.
My Financial Advisor Ad Spend 2025
This section digs into the specifics of the advertising spend at My Financial Advisor and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
My Financial Advisor Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for My Financial Advisor, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
My Financial Advisor Media Mix
Explore a detailed breakdown of the last 12 months media spending for My Financial Advisor across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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My Financial Advisor Social Media Marketing Ad Spend
See whether My Financial Advisor is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.