Jason Barnes

Background

About Jason Barnes

I have been in the Financial Services Industry for over a decade, starting my career as a Fiduciary and Financial Advisor with Series 6, 63, and 65 licenses. After seven years with a major Broker/Dealer, I took the leap to independence and co-founded The Veritas Group with three other advisors in early 2020. Throughout my career, I've helped hundreds of individual clients transition into a tax-efficient retirement through strategic and comprehensive planning. Realizing the broader impact I could have, I expanded my services to cater to businesses. My strategic partnerships with CPA firms, top-notch Benefits Providers, Cyber Security experts, Insurance and Investment firms, Energy Providers, and Funding Experts have positioned me as a unique 'One Stop Shop' for both Individual and Business Financial Solutions. My commitment goes beyond mere product sales; I focus on increasing employee retention and happiness while maximizing the financial success and tax efficiency of businesses. I believe a strategic and comprehensive approach is essential to truly maximize potential, whether for an individual or a business owner. My mission is to provide exactly that, ensuring every client achieves their financial goals with tailored, expert guidance.