Jason Scott

Jason Scott

Jason Scott, CMT®
Associate Wealth Management Advisor
Email
(913) 748-0623

ROLE AND EXPERTISE

Jason is an Associate Wealth Management Advisor, specializing in investment research and analysis for Melton Wealth Partners. His primary responsibilities are focused on providing investment selection, portfolio analysis, performance monitoring, and the optimization of client investment strategies. Jason’s passion for the investment markets ensures there is always an additional “watchful eye” to the everchanging economic landscape and markets for our clients.

In partnership with Northwestern Mutual Wealth Management Company and our investment partners, Jason provides the necessary in-depth investment analysis and research to recommend prudent investments and portfolios to our clients. Jason is an educator at heart, which allows him to help teach and explain the complexities of the investment world, in a manner that is relatable and informative. Jason is committed to continuously monitoring client portfolios and investment strategies and adhering to the investment objectives, time horizon, and risk tolerance of our clients stated financial goals. Disciplined, strategic investment advice is a key component to assisting our clients in reaching financial security.

BACKGROUND AND EDUCATION

Prior to joining Melton Wealth Partners, Jason provided investment and financial planning services, assisting numerous clients while employed with American Century Investments.

  • Master of Science in Education - Southwest Baptist University
  • Chartered Market Technician (CMT®)
  • FINRA Series 7, 63, 65
  • Life/Health/Long-Term Care Insurance Licensed

PERSONAL

When the markets are closed, Jason enjoys spending time with his wife and 4 children, playing bass guitar, and anything ice hockey, whether on TV or at the rink.

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Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

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