Jason Downs

  • Director, Wealth Advisory

Overview

Jason Downs is a Director with CLA Wealth Advisors LLC and has been a part of the CLA Family since 2014. Jason seeks to know and help our clients by taking a wholistic approach to wealth management, planning and seamless delivery of our clients.

Education

Jason earned a Bachelor's Degree in Finance, and an MBA from Indiana State University. Jason Downs is a CERTIFIED FINANCIAL PLANNER® and holds the FINRA Series 7 and 63 licenses.

Securities are offered through Valmark Securities, Inc., member FINRASIPC - CliftonLarsonAllen Wealth Advisors, LLC is a separate entity from Valmark Securities, Inc. Information received by or sent from this system is subject to review by supervisory personnel, is retained, and may be produced to regulatory authorities or others with a legal right to the information.

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