Jason A. Irons, CFP(R)

Financial Advisor

Jason is a CERTFIED FINANCIAL PLANNER™ practitioner, a Registered Representative with Cambridge Investment Research, Inc. (CIR,), and an Investment Advisor Representative with Cambridge Investment Research Advisor, Inc. (CIRA). CIR is a full service broker/dealer and CIRA is registered investment advisory firm, providing financial planning, investment advice and brokerage services. Jason holds a series 65 securities registration as well as a General Lines Life, Health and Accident insurance license.

Jason entered the Financial Services industry in 2003, working with high net worth individuals and institutional investors at two separate hedge fund firms in the Dallas/Fort Worth area. Since beginning his career as an independent financial planner, Jason has built a clientele comprised primarily of individuals and small business owners. With the goal of building strong relationships with his clients and helping them achieve their life goals, Jason makes a point to listen first and then work with each client to customize a plan of action.
 
Jason grew up in Arlington, Texas and now lives there with his wife and children. He attended Texas Tech University where he earned his Bachelors of Business Administration in Finance, graduating Summa Cum Laude with Honors. In 2009, Jason completed the Certificate Program in Financial Planning at Southern Methodist University in Dallas before going on to be awarded the CERTIFIED FINANCIAL PLANNER™ certification in 2010. Jason participates in coaching youth sports in Arlington and is involved in community projects through his church.

Check out my background on FINRA's BrokerCheck.

Phone 817-419-6096
Fax 888-204-8533