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Jason P. Windham

Jason P. Windham | CFP®, CLU®, ChFC®, CIMA®, AIF®

President

Jason P. Windham, President of The Shobe Financial Group, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, Certified Investment Management Analyst, and a Accredited Investment Fiduciary. 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 extensive experience in 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 manage 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 earned his undergraduate degree in Mechanical Engineering from the University of Alabama and his Master’s in Business Administration from Colorado State University. He also completed advanced coursework and financial studies at the University of Texas at Dallas and the Wharton School of the University of Pennsylvania.

Raymond James is not affiliated with The EDSA Group.