Jason Feimster

Jason Feimster

Wealth Advisor

Washington, DC
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Summary

Former Marine who values service, dedication and making real contributions. Devoted to maximizing revenue, accelerating market expansion and ensuring corporate performance.

Throughout my career I have gained considerable experience in successfully presenting and selling effective financial solutions to individuals and businesses. During this time I have achieved a large network of happy and satisfied clients. Putting my client’s needs and objectives before my own is what has enabled my clients to have the confidence to come back to me for continual advice.

As a former Marine, I consider myself to be an ethical and astute financial advisor who operates with integrity and honesty at all times. The added value I bring to the table is I can engage with different kinds of people regardless of whether the event is informal or formal. My presentation and negotiation skills

learned from my time in service are second to none.

I look to keep moving up the ladder in my professional and personal life. If you feel that your organization and I bring value to one another, you can contact me anytime of day at (202) 643-2022 or email me at jasonfeimster@gmail.com.

Experience

2014 Jan - Present
Financial Advisor
Northwestern Mutual / Mc Lean, VA

I work with clients to create a plan that is tailored to their unique needs. Desired outcome allows them to achieve, maintain, and pass along financial security. Over the course of our relationship, the client and I will cover the following topics:

Estate Analysis

Retirement Solutions

Trust Services

Investment & Advisory Services

Comprehensive Financial Planning

Employee & Executive Benefits

Personal Needs Analysis

Business Needs Analysis

Education Funding

2013 Oct - Present
Founding Partner
Life.Markers LLC / Fredericksburg, VA

Life.Markers, LLC (LM) is a forecasting and decision making tool designed for military members. LM digitizes processes and procedures developed and revised since 1989 to educate service personnel on demographic, personal and professional factors from which they will make more informed life and financial planning decisions.

2012 Dec - Present
Founding Director
Juliet Foxtrot Ventures / Fairfax, VA

JF Ventures (JFV) is a small privately owned investment management and holding company that serves as legal and organizational structure to realize business ideas and hold investments of its shareholders. JFV also provides financing and management and consulting services for startups or early stage businesses. This is one of the way it finds new investment objects.

2014 Jan - 2014 Feb
Coach
Startup Weekend / Fredericksburg, VA

Coaches are described by attendees as one of the most valuable features of the weekend! The one-on-one advice given to teams, can be invaluable and a key factor in their growth as a startup. Coaches themselves enjoy working with teams because it’s a chance to share their knowledge and help other aspiring entrepreneurs, and it’s not uncommon for a coach to become a mentor/advisor (or investor) of a Startup Weekend team and/or advocate of the Startup Weekend community.

2013 Jan - 2014 Jan
Regional Director
NORML / Fredericksburg, VA

Organized and led the launch of the Central Virginia sub-chapter of Virginia NORML. Developed programs for organizational growth, including social media, monthly meetings with guest speakers, etc. Engaged with legislators on legislative issues and strategies.

2008 Oct - 2010 Jul
Operations Supervisor
United States Marine Corps / Washington, DC

Logistics Management: served as Liaison. Supervised over 1,500 daily miles in support of ceremonial commitments and missions critical to successful transportation operations of U.S. Marine Corps.

Financial Reporting: Eliminated unnecessary operating expenses and updated a comprehensive PC-based program to integrate financial data from operations. Saved $100,000.00 in unnecessary expenditures for fiscal year 2009. Responsible for staying within quarterly budget and reporting any funds disclaimers to higher authorities.

Project Management Responsible for policy development, execution, and maintaining all duties pertaining to motor transportation. Credited with providing the motor pool with proactive leadership. Directed fleet management and fleet service for 55 government owned vehicles.

2007 Jun - 2008 Oct
Foreign Military Advisor
United States Marine Corps / Iraq

Served on an 18 member team as the combat-logisics advisor to the Iraqi Army’s 7th Brigade. Advised IA logistics officers on proper methods of policy making, tracking equipment, managing inventory, route analysis for convoy operations and proper briefing methods and tactics of logistical movement in a combat environment.

2005 Jul - 2007 Jun
Logistics Specialist
United States Marine Corps / Twentynine Palms, CA

35 vehicle fleet management. Ensured vehicles passed all weekly safety inspections in order to maintain unit readiness level as directed. Tracked and logged mileage, fuel consumption, mileage per operator, and maintenance cost per vehicle in order to brief and inform chain of command of funds being spent in support of logistical operations

2002 Jan - 2005 Jul
Assistant Customer Service Manager
Food Lion LLC / Mocksville, NC

Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, and adjusting bills. Confer with customers by telephone or in person to provide information about products and services, to take or enter orders, cancel accounts, or to obtain details of complaints.Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.Calculate total payments received during a time period, and reconcile this with total sales.

Education

Marine Corps Institute
Strategic Leadership
American University
Economics/Finance / Economics, Finance , Entrepreneurship