Meet the Team

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.

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

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