Jason F. Sauer

Our goal is to deliver a client experience that creates trust in our firm and our process.

My wife, Katrina, and I live in Jenks and have five children. We are members of the First Baptist Church in Jenks and contribute our time and resources to various charities and ministries around the Tulsa area.

Experience: 

• Licensed and serving clients in the securities industry since 2005
• U.S. Army since 1991(Retired)

Education and Credentials:

• Bachelors of Finance and Economics from the University of Tulsa 
• Accredited Wealth Management Advisor®
• FINRA Series 7, 63 Licenses held through LPL Financial
• Life, Accident and Health, Variable Contracts Insurance Licenses 
• Series 65 held through 360 Wealth Management, a DBA of Advisor Resource Council, a Registered Investment Advisor