Jason Andrews
- CRPC
- Founder
- CEO
Jason is Founder and CEO of Merritt Point Wealth Advisors. He is a Chartered Retirement Planning Counselor and a Senior Fundamental Choice Portfolio Manager.
Today, Jason also focuses on empowering other advisors to help them build, grow, and own their own practices by achieving independence through Merritt Point Wealth Advisors.
Prior to founding Merritt Point Wealth Advisors, Jason co-founded Cutler and Andrews Financial Group, which began at UBS in 2003 and moved to Wells Fargo Advisors in 2008. Jason was Senior Vice President - Investments at Wells Fargo Advisors, where he spent ten years and Vice President - Investment at UBS Financial Services, where he developed a proprietary Self-employed 401(k) platform to service Local Real Estate firms.
CA Insurance License Number: 0M31835. Resident State CT.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Today, Jason also focuses on empowering other advisors to help them build, grow, and own their own practices by achieving independence through Merritt Point Wealth Advisors.
Prior to founding Merritt Point Wealth Advisors, Jason co-founded Cutler and Andrews Financial Group, which began at UBS in 2003 and moved to Wells Fargo Advisors in 2008. Jason was Senior Vice President - Investments at Wells Fargo Advisors, where he spent ten years and Vice President - Investment at UBS Financial Services, where he developed a proprietary Self-employed 401(k) platform to service Local Real Estate firms.
CA Insurance License Number: 0M31835. Resident State CT.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.