Jason D. Telford, CFA®, CFP®
Senior Wealth Advisor | Partner
Jason D. Telford, CFA®, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. He has been with the firm since 2004.
As your senior wealth advisor, Jason wants to know more than numbers on a paper. He wants to get to know you – your family, your goals, and your plans for your future. Together, you’ll build a relationship based on trust and build a team as you move toward your financial goals.
“Throughout my career at Capstone, I have been privileged to work with many of the same clients. Watching them succeed with the plans we have put together is an honor and a professional accomplishment of which I am most proud,” Jason shares.”
Invested in your future
When it comes to financial success, one size doesn’t fit all. For Jason, that means offering honest and truthful feedback so you can understand how decisions will affect your financial plans, and ultimately, your goals.
“When I know my clients well, I can mold my approach around what they need at a particular moment. This ensures I offer services and support to help them navigate change,” he says.”
Building community
Jason and his wife met at Loyola University Chicago, where Jason played on the men’s Division I basketball team. Today, they have three children. Jason enjoys staying involved in sports as a coach for his sons’ baseball and basketball teams. He has also run the Chicago Marathon several times.
Jason is a holder of the right to use the Chartered Financial Analyst® (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Business Administration in Finance, Human Resource Management, and International Business from Loyola University Chicago.