Welcome! I'm excited to have you explore our website where you'll find information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, I hope you see the potential value of working with a financial professional to pursue your financial goals.
I'm here to help educate you about basic concepts of financial management, to help you learn more about who we are, and to give you access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update our information, and wouldn't want you to miss any developments in the area of personal finance.
Jason Folsom, CFP®, ChFC®, RICP®, CLF® Senior Financial Services Representative Principal Securities Registered Representative Financial Advisor Member-Principal® Financial Network
Jason Folsom started his financial planning career in 2000 and has been with Principal® Financial Network since 2010, bringing 26 years of experience. He holds four professional designations:
CFP® - CERTIFIED FINANCIAL PLANNER®
ChFC® - Chartered Financial Consultant
RICP® - Retirement Income Certified Professional®
CLF®- Chartered Leadership Fellow
He also holds securities registrations including FINRA Series 51, 24, SIE, 31, 7, 6, 65, and 63, as well as his Iowa Life and Health Insurance license.
He lives in Erie, IL with his wife Stephanie and two children Bryce and Taylor. They are avid football fans and currently enjoy attending Loras College football games where their son Bryce plays.