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Jason Waters, CFP®

Partner & Market Leader

Louisville

Client Advisory

Biography

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.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • 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

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Jason Waters

Financial Planning

Optimize Your Financial Health in 2024

Step into 2024 with confidence in your financial future. Optimize Your Financial Health in 2024, offers insights for comprehensive financial planning. Covering everything from tax strategies to investment reviews, we provide actionable steps to align your financial goals with personal aspirations, helping to ensure a prosperous year ahead.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.