Jason Murphy has been a financial advisor committed to helping individuals and small business owners since 2002. Jason’s focus and approach to his business is to provide the highest possible level of service to his clients. He does this through personalized financial plans that are innovative and designed to help them work towards achieving their individual goals.
With a focus in financial planning, retirement planning and income strategies, he uses a multitude of products to support his clients’ customized financial plans. He specializes in working with retirees as well as high-net worth individuals. Jason is passionate about providing goals-based strategies to his clients and offers them flexibility, often traveling to meet where convenient or through virtual meetings. Jason enjoys working with LPL Financial as an independent financial advisor because there is no obligation to work with any specific firms, agencies, or products and is able to provide suitable products and services to address his clients’ goals.
Prior to joining Capstone Wealth Management, Jason worked for JP Chase Morgan and Citizens Financial Group where he was recognized for his work as a financial advisor. He has been awarded the Five Star Wealth Manager* award every year since 2017.
Jason received his Bachelors in Business Administration from the University of Michigan and holds his FINRA Series 7 and 66 securities registrations with LPL Financial. Additionally, he is licensed in life and health insurance in MI, FL, MA, WI, and WA.
Jason is married to his wife Kelly, and together, they are the proud parents of three children. In his spare time, he enjoys coaching soccer, playing golf and maintaining an active lifestyle.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017-2020 Five Star Wealth Managers.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.