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 PLANNER™. 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 serves on the Board of Directors of Young Life.
Ask About Our Free Research & Guides
Stock Market Outlook
The 8 Biggest Mistakes Investors Make... And How To Avoid Them
99 Retirement Tips from Ken Fisher
9 Tips to Avoid Annuity Buyer's Remorse
Connect with Fisher Investments.
Find a Location
Find a Fisher Investments office in your area.