Our Origin Story and Motivations
From the stock market to the solvency of Social Security to the longevity of life, it can be easy to feel like you’re always tied to some sort of contingency or making backup plan after backup plan. With that in mind, we saw an opportunity to help, leading our founder, Jason Bentley, to build his company based on the idea that you should never have to worry or be dependent on those factors making a difference in your life. That’s why we’re an independent agency that proudly services you based on your needs, not the solution that works best for us as the advisors or for major insurance companies.
The JB Financial Mission
Our independence also gives us access to nearly any option on the market, meaning that we can pore over solutions & find one that we feel suits your best interests. We do this with the goal of securing the same level of independence for you. That means no holds barred, no entanglements and no commitments to anyone other than our clients. We’re dedicated to finding what we believe to be the most appropriate & suitable solution for you, and we continually revisit your plan based on the ever-changing circumstances of both your life & the world as a whole.
Meet Our Founder
Jason Bentley
Founder, Financial Planner
Jason Bentley has been an independent agent and FINRA registered representative for nearly two decades, and he has been in the financial industry for nearly 25 years. That experience gives him a strong understanding of his clients’ needs, as well as the solutions he can use to address them. Then, with a proper plan in place, Jason believes he can propel his partners toward the level of financial comfort they desire. A former hockey player, he also understands the value a team brings to the table, especially in such a collaborative environment. He believes that every client has the ability to make empowered, informed financial decisions; they just need the right tools to help them unlock those abilities. That’s where he comes in, helping them pursue the same level of freedom and independence he enjoys as an advisor.
Overcoming Obstacles Together
As our own agency, we’re beholden to nobody except our clients, and that’s where our focus lies. Whether you’re looking for growth opportunities, the protection of everything you’ve worked so hard to build, or the liquid funds that can help you pursue each of your goals, we’re your partner who can offer you guidance when you’re not sure which steps to take next. We also have the licenses and registrations to provide you with extensive, holistic services that account for every aspect of your financial life, meaning that our partnership can evolve with your needs to ensure that you have a trustworthy source of education and empowerment for your entire journey. View all of our services below.
Contact Us
If you’re ready to strive toward a financially independent lifestyle, fill out our form below! As an independent agency ourselves, we are not committed to any major carriers or companies; only you and your goals, and we can help you explore options that suit them.
