Jason Madero
Contact Information
Phone: (210) 287-5754
Office:
401 E Sonterra Blvd Suite 262
San Antonio, TX 78258
Hailing from San Antonio, Texas, Jason Madero is a dedicated financial advisor with a passion for helping families and business owners achieve their financial goals. With a strong background in life insurance, retirement planning, and investments, Jason brings warmth, expertise, and a personal touch to each client interaction.
Jason's journey in the financial industry began after attending the University of Texas. He quickly obtained his licenses in life insurance, retirement planning, and investments, and went on to work for a corporate financial firm. It was during this time that Jason realized the "cookie cutter" approach to financial planning was not sufficient for his clients' unique needs.
In search of a more personalized approach, Jason joined Wealth Planners of America as an independent advisor in 2022. This allowed him the freedom to work with any company to find the best products tailored to each client's individual needs and goals. Jason's specialty lies in long-term financial planning through life insurance, retirement planning, and risk management.
What sets Jason apart is his commitment to creating personalized financial maps for each client, focusing on their specific wants, needs, and goals. This dedication stems from witnessing the consequences of improper financial planning on families at a young age. Eager to provide the best service possible, Jason has taken numerous advanced planning courses to help a diverse range of clients.
Beyond his impressive professional accomplishments, Jason is also a proud veteran. He served in the US Navy as a Naval Search and Rescue Swimmer, completing two tours overseas. During his time in the military, he received numerous accolades, including the National Defense Service Ribbon, Global War on Terrorism Service Ribbon, Navy Good Conduct Ribbon, Navy and Marine Corps Achievement Ribbon, Aviation Warfare Specialist, and Naval Surface Warfare Badge.
On a personal note, Jason is happily married to his wife, Jillian Harris, and they are proud parents to their first child, Maverick Cole Madero. The Madero family also includes two lovable French Bulldogs, Olive and Calvin. When he's not helping clients, Jason is an avid fitness enthusiast, golfer, gardener, and hunter.
With a unique combination of professional experience, military service, and a warm, personal approach, Jason Madero is the financial planner you can trust to create a custom financial plan tailored to your unique situation. Reach out to Jason today and take the first step toward securing your financial future, together.