Jason Branning
Founder at Branning Wealth Management | Jackson, Mississippi, United States
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Jason Branning, the founder of Branning Wealth Management, has been a trusted financial advisor since 1998, bringing over two decades of expertise to the realm of financial planning and investment management. Under his leadership, Branning Wealth Management has established itself as an independent firm dedicated to providing personalized financial advisory services tailored to meet the unique needs of each client. Jason’s commitment to excellence is reflected in his active participation in the financial planning community, including his role on the Peer Review Board for the Journal of Financial Planning since 2022 and his previous service on the Advisory Board from 2011 to 2014.
His extensive knowledge of asset management, personal finance, and alternative investments has positioned him as a thought leader in the industry. Jason's experience as a FINRA expert witness further underscores his deep understanding of regulatory frameworks and compliance, ensuring that his clients receive sound, ethical advice. Additionally, his tenure as the Investment Committee Chair for the College Savings Mississippi Board from 2014 to 2021 highlights his dedication to fostering financial literacy and planning for future generations.
At Branning Wealth Management, Jason leads key projects that focus on comprehensive wealth management strategies, including mutual funds, fixed annuities, and IRAs, ensuring that clients are well-equipped to navigate the complexities of their financial journeys. As a board member of the Mississippi Chapter of the Financial Planning Association, he continues to advocate for the profession, sharing insights and best practices that elevate the standards of financial planning across the state. Jason Branning’s unwavering commitment to his clients and the financial planning community exemplifies his role as a leader and innovator in the industry.
Co-Founder at Modern Retirement Theory (MRT, LLC) in January 2010 to Present
Founder at Branning Wealth Management in March 2009 to Present
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Retirement Planning
Investments
Strategic Financial Planning
Financial Advisory
Estate Planning
Asset Managment
Asset Management
Retirement
Securities
Investment Management
Series 7
Wealth Management
Wealth
Personal Finance
Investment Advisory
Asset Allocation
Financial Planners
Mutual Funds
Long-term Care
401k
Series 63
Investment Strategies
Fixed Annuities
Alternative Investments
IRAs
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Discover more about Branning Wealth ManagementWhat is Jason Branning email address?
Email Jason Branning at [email protected] and [email protected]. This email is the most updated Jason Branning email found in 2026.
What is Jason Branning phone number?
Jason Branning phone number is +12602290520 and +16019531229.
How to contact Jason Branning?
To contact Jason Branning send an email to [email protected] or [email protected]. If you want to call Jason Branning try calling on +12602290520 and +16019531229. (updated on October 30, 2024)
What company does Jason Branning work for?
Jason Branning works for Branning Wealth Management
What is Jason Branning's role at Branning Wealth Management?
Jason Branning is Founder
What industry does Jason Branning work in?
Jason Branning works in the Financial Services industry.
Jason Branning Email Addresses
Jason Branning Phone Numbers
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