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Jason Basler, EA               (573) 883-3508


jason pic

After a two year stint as a Registered Representative with Edward Jones, Jason joined the firm in 2002. He became partner in 2012 and now has more than 17 years of accounting and financial planning experience. He provides financial and wealth planning, insurance planning, and taxation preparation services to individuals and businesses.

• Enrolled Agent
• National Social Security Advisor
• Registered Representative
• Investment Advisory Representative
• Accredited Investment Fiduciary

• B.S. in Business Administration, Accounting & Finance
      Missouri Valley College

Community Involvement:
• Chair Member – Ste. Genevieve Parish Finance Board
• Treasurer – Ste. Genevieve Rotary Club
• Board Member – Ste. Genevieve Community Center
• Board Member – Ste. Genevieve Knights of Columbus
• Board Member (former) – Valle Schools Foundation
• Vice Commander, Commander & Treasurer (former) – Sons of American Legion Post 150

Professional Awards:
• Cetera Financial Specialist Regional 2009 Rising Star
• Cetera Financial Specialist 2017 Leaders Council

Professional Emphasis:
• Tax Preparation and Advisory (Personal, Agricultural & Business)
• Financial Planning
• Estate Planning

Personal Interests:
Golfing, hunting, and spending time with his wife and children.