Jason P. Windham | CFP®, CLU®, ChFC®, CIMA
PresidentJason P. Windham, President of The Shobe Financial Group, is a Certified Financial Planner™ practitioner, Chartered Life Underwriter and a Chartered Financial Consultant. He has recently earned the Certified Investment Management Analyst designation through his ongoing education. His credentials include being a Registered Representative with Raymond James Financial Services, and a licensed Life, Health & Accident, and Variable Annuity agent in several states.
Prior to joining The Shobe Financial Group, Jason utilized his Professional Engineer designation as a technical sales representative for a major manufacturer. During his tenure, Jason gained vast experience with complicated project design and management, client development and maintenance, and customer service and support.
As the president and manager of the Financial Planning Division for The Shobe Financial Group, Jason draws from his experience to orchestrate the day-to-day operations of the advisory and investment management processes. Additionally, he is a Certified Marketer and Instructor of The EDSA Group financial education workshops. Jason has held several positions with the Baton Rouge FPA including president and has served on task forces for the National FPA.
Jason is a graduate of the University of Alabama with advanced coursework in Business Administration and Finance from the University of Texas at Dallas.
Raymond James is not affiliated with The EDSA Group.