Jason Sandos

Biography: 

Jason Sandos is an Investment Advisor Representative with a main focus of assisting clients in working toward, and achieving, their future financial goals by developing a customized Retirement Income and Legacy Plan. With more than a decade of experience, he has built a successful financial planning business, with a clientele consisting of individuals planning their Retirement and/or leaving a Legacy for their loved ones.   His extensive knowledge, experience and continued education in the financial industry enable him to keep informed of industry news, changes and the most up to date products and services available to the consumer. He has pursued and accepted courses of study, met the stringent standards, qualifications, and high educational requirements set forth by Utah Insurance Law. He has studied Investment Company Shares, Utah Insurance Life and Annuity Contracts as mandated by law which topics encompass: Fixed & Variable Annuities, Retirement Plans, Investment Policy Regulations, Insurance Products, Basic Principals of Life Insurance Policies & Provisions, Legal Concepts of the Insurance Contract and Utah Life Insurance Law. He has passed all required examinations to obtain a Utah State Insurance License, Utah State Insurance Advisory License, Series 65 Uniform Investment Advisor Law Examination, Series 7 General Securities Representative, the Series 66 Uniform Combined Registered Investment Advisor, the Series 6 Investment Company-Variable Contracts Representative and Series 63 Uniform Securities Agent, Jason is lifetime residents of Salt Lake City, Utah, and a proud family man.