Jason Sgarlata, Regional Vice President, Southeast at Fisher Investments

Jason Sgarlata

Regional VP SE

Atlanta, Georgia

1050 Crown Pointe Parkway

Suite 340

Atlanta, GA 30338

Directions to our Atlanta, GA office

About Jason

Jason Sgarlata joined the Fisher Investments Private Client Group in the spring of 2013 to serve the needs of financially successful individuals throughout the Southeast. As a registered financial professional since 1998, Jason has helped clients meet their goals at firms such as J.C Bradford & Co. (now UBS), Merrill Lynch and most recently Linsco Private Ledger. Jason is also a CERTIFIED FINANCIAL PLANNERβ„’. His wealth of experience is brought to bear on each conversation, giving prospective clients a fresh, unbiased view of their circumstances and a clear way forward. The current financial landscape is confusing. Gimmicks and inefficiencies abound. Jason's goal is to provide each prospective client a thorough, fact-based analysis of their current financial situation. Changes will only be recommended to you if those changes are in YOUR best interests. Jason is a native of Nashville, TN and now lives in Alabama with his wife Maggie and their three children. They serve on the Legacy Team at the Church of the Highlands and are active in their community. Jason is an Eagle Scout, a member of the Kappa Sigma fraternity, a Paul Harris Fellow of Rotary International and a past Board Member of the Juvenile Diabetes Research Foundation. Maggie is a volunteer substitute teacher at American Christian Academy.

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Stock Market Outlook

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99 Retirement Tips from Ken Fisher

Benefit from the collective knowledge of highly successful retirees. Get helpful tips on lifestyles, investing and much more!

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9 Tips to Avoid Annuity Buyer's Remorse

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