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529 PLANS
Jason Stubbings, CFP® - Financial Professional
GOLD Financial Professional
Jason Stubbings, CFP®
Private Wealth ManangementContact Info:
What makes Jason Different? - I provide Life Event planning services - Wealth Management process over product - Customized portfolio solutions and planning innovation - Disciplined, well researched analytical asset management capabilities designed to eliminate emotion from buy/hold/sell decisions - I have over 20 years of experience with a large firm supporting my clients investment planning needs - I am heavily involved in every client relationship - Ongoing education is part of every client service plan - My clients know what they are paying - I work with my clients to design their service experience As a Financial Advisor with 20 years of experience, I help clients develop and implement strategies designed for building wealth and realizing their goals - always striving to build long-term relationships based on mutual trust and respect. I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the well-being of my clients are the hallmarks of my client service model. I earned my undergraduate degree from the College of Charleston, and hold my Series 7, 63, and 65 registrations. Giving back to the community is important to me. I'm proud to be a member of the Mount Pleasant/East Cooper Kiwanis Club. My wife and I have three children and reside in Mount Pleasant, SC. We stay active in our kids schools and activities. Our burning desire is to visit all the National Parks in the United States.
©2016 Robert W. Baird & Co. Member NYSE. Member SIPC. Robert W. Baird & Co. does not offer tax or legal advice. First use: 1/2016
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | South Dakota | CollegeAccess 529 (Direct-sold) |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Indiana | CollegeChoice 529 Direct Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
3 | Alaska | Alaska 529 |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | Nevada | The Vanguard 529 Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | West Virginia | SMART529 WV Direct College Savings Plan |
3 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |