Palm Desert
Jason Nettleton
Senior Vice President & Financial Advisor
Jason Nettleton joined Cypress Wealth Services in August 2017 as a Senior Vice President & Financial Advisor. With a strong financial planning background, he specializes in helping clients prepare for retirement, or who are already in retirement. Jason takes a straightforward and transparent approach to both retirement planning and investing. His main objectives are understanding the client and educating the client on their investments. Jason believes that giving the client a clear and thorough understanding of their portfolio creates comforts which lead to a higher quality of long-term decisions. Jason started in the financial services industry in 1999. He began his career at PaineWebber and worked with WM Financial Services. He spent over ten years as a Vice President-Senior Financial Consultant at Fidelity Investments in Palm Desert. Most recently, Jason was a Senior Vice President and Financial Advisor with Integrated Wealth Management. Jason graduated from the University of San Diego with a Bachelor’s Degree in Business Administration. He resides in La Quinta and enjoys spending time with family, boating, camping and numerous outdoor activities.
What are 3 words people use to describe you?
Dependable. Personable. Loyal.
What is the best advice you have ever been given?
Don’t be too busy working to look at the big picture of what you can really achieve in your life.
Make sure you understand the risk and reward of your decisions. Whether it be with money or just general life decisions take time to understand the potential outcomes of your choices.
Our business model allows me to align clients with the best products and services in the industry. I’m able to do what’s right for every client based on their needs, and helping them reach their long-term goals is very satisfying.
What life lesson did you learn the hard way?
What do you enjoy most about working in wealth management?
The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.
Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.
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