Jason Waters, CFP®

Partner & Market Leader


Client Advisory


Jason is a Partner and Market Leader in the Louisville and Elizabethtown offices. He has more than 16 years of experience in the financial services industry helping individuals and families achieve financial success. Jason is involved in the development and launch of corporate client relationships.

Prior to joining Cerity Partners, Jason was the Vice President of the Personal Planning Division with ARGI Financial Group. He was responsible for strategic planning and driving new business development for the division. As an advisor, Jason built deep connections with individual clients and corporate partners. He also served as a member of the senior leadership team and board member for ARGI, where he was a involved in strategic firm growth and corporate management.

Jason is an avid outdoorsman and enjoys hiking and hunting on his family farm in Kentucky.


  • B.S. in Finance from Western Kentucky University
  • Certificate in Financial Planning


  • Board Member at the ECTC Foundation
  • Cabinet Member for the Baptist Health System Campaign Cabinet
  • Former Board Member for WaterStep
  • Former Board Member for the National Multiple Sclerosis Society KY, IN, TN chapter

Connect with Jason

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