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Meet the Team

With nearly 50 years of combined financial services experience, we are dedicated to serving our clients with professionalism and trust. Contact us to speak with one of our team members about the services we offer or to schedule a complimentary consultation.

Jason F. Vos, CFP®

Jason Vos joined Chartered Financial Services in 2010 and has been in the financial services industry since 2007. As a retirement plan consultant, he educates plan participants on their options and ways to save in their retirement plans, and helps our corporate clients develop and maintain employer-sponsored plans. Jason also assists with creating and implementing retirement plan communications, including educational workshops, investment guidance, and one-on-one consultation with plan participants.

Jason graduated from Iowa State University with a bachelor’s degree in history education, minoring in economics. A certified financial planner professional who is committed to the financial planning process, he also holds FINRA Series 6, 7, 63, and 65 licenses.

Jason is a frequent participant at Iowa State alumni events, a Cyclone Club member, and a Cyclone Gridiron Club member.  He and his wife, Tiffany, live in West Des Moines with their family.  He is an active member at Lutheran Church of Hope and enjoys spending his free time with his family, watching/playing sports, or enjoying the outdoors.

linkedin_icon-e1406122117653 Jason R. Badger, AIF®

Before joining Chartered Financial Services full-time to become a financial advisor in 2010, Jason Badger gained experience as a software programmer/analyst at a major Iowa insurance company, a technical editor with a major environmental consulting firm in New York City, and an opera/classical music singer with a variety of companies including New York City Opera.

As an Accredited Investment Fiduciary®, Jason provides personal financial planning services and focuses on the prudent management and oversight of individual clients’ investments. In his spare time, he enjoys serving in music ministry with the Jeff Arrandale Band, fishing, and rooting for the Cyclones. He lives in Norwalk with his wife and two daughters.

Jason earned his bachelor’s degree in Journalism and Mass Communication at Iowa State University, and later added a bachelor’s in Music (magna cum laude) at Simpson College. He holds FINRA Series 7 and 66 licenses.

Check the background of investment professionals on FINRA’s BrokerCheck.

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Chartered Financial Services