Jason L. Adkins
With the mission to "touch the lives of many with the notion that planning for one’s financial future is imperative,” Jason L. Adkins founded AW Financial Partners in 2017. After starting his career as a stockbroker and financial advisor off Wall Street, the native New Yorker launched his own venture with the idea of treating every client like family—all 7,000 of them. “We strive to give each of them individualized attention, honest recommendations, and superior service throughout their lifetime,” Jason states. The company is focused on utilizing the tax efficiencies of life insurance, with an integrated business model designed to best serve the unique financial needs and goals of each client, and that includes finding the best advisor to guide them.
Prior to starting AW Financial Partners, Jason served as managing sales director at MassMutual and MetLife, though the path he took to get there wasn’t without its challenges. Jason spent his formative years as a stockbroker also waiting tables in Times Square, where he learned about hard work and hustle. Now, he views things from a unique vantage point and his broad experience has served to directly inform the decision to start his own company. “The vision is ever-changing, but being able to create a growing, diverse team has been the greatest accomplishment.”
Jason is a registered representative offering securities and investment advisory services through MSI Financial Services, Inc. member SIPC.
Jason L. Adkins
President & Advisor — AW Financial Partners