Financial Advisor Jason Noble, CFP®, RICP®, is passionate about working with families, pre-retirees, retirees and business owners in developing strategies to help them accomplish their financial and retirement goals. “I am experienced in building and implementing custom plans. I start by first getting to know you really well because everything I do is customized. It’s through thoughtful conversations that I learn the nuances of your personal goals and concerns, and only then can I provide an easy-to-understand plan to help you achieve them,” Jason says.
Jason has 17 years of experience in financial services and holds the FINRA Series 66 securities registration. Jason is also licensed for insurance related products in multiple states. He is a fee-based CFP® (CERTIFIED FINANCIAL PLANNER™) and recently attained an RICP® (Retirement Income Certified Professional®) designation in his pursuit of continuing education to better serve clients. “Continuous learning is something I’ve always done,” he says. “When my clients call with any question related to a dollar sign, it’s my job to answer it.”
A legal fiduciary bound by law to do only what is in a client’s best interests, Jason says, “I’ve always called that doing the right thing.” He works with clients collaboratively, following the Noble Planning Process in order to make sure their plans are comprehensive. His work and process are firmly based on Isaiah 32:8—But the noble make noble plans, and by noble deeds they stand—and he uses his knowledge, experience and wisdom in order to help others achieve their goals.
Jason sought out and joined Prime Capital Investment Advisors because of their team approach and expansive resources. The independent firm is an RIA (registered investment advisory) firm and organized as a legal fiduciary registered with the SEC (Securities and Exchange Commission.) “Prime Capital had a great reputation, but I vetted them with ‘secret shopper’ phone calls to make sure the entire firm was actually on board with doing the right thing for clients at all times. (They were.) I wanted a whole team behind me that was client-centric and experienced. Prime Capital gives me access to the latest tools and resources that I can use to my clients’ advantage. They have immense market research capacity. It’s true teamwork with a group of outstanding professionals,” Jason says.
Learn more about Jason’s process.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).