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 enjoys spending his free time with his family, watching/playing sports, or enjoying the outdoors.