Jason P. Santos

Jason Santos has been a financial advisor since 2000, specializing in retirement income planning, estate and legacy strategies, and small business financial strategies. In 2009, he founded JPS Financial Services, Inc. with the goal of launching a different kind of financial advisory practice — one that builds lifelong relationships, empowers clients and provides exceptional customer service.

Jason’s keen interest in the financial planning industry began after his first high school economics class. Since the beginning, he has built his financial practice on the foundation of education  for himself and his clients. Through financial advising, Jason strives to help clients understand their investments and financial options, as well as meet their financial and retirement goals, as they partner with JPS Financial.

As JPS Financial Services, Inc. has grown, Jason has continued his work of developing customized financial plans for his clients, rather than a “one size fits all approach.”

Jason is a graduate of San Jose State University, where he played on the football team and was an Academic All-Conference. Following graduation, he continued to hone his financial knowledge and skills by passing his Series 6, 7, 63 and 65 licenses.

Jason is married to Nicole, and they have three children. He stays very active in the community working as a volunteer at a local church feeding the homeless, serving on the board of the St. Augustine High School Alumni Association and coaching his children’s sports teams.