Phone: (205) 765-9430
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.
Jason has been a registered financial professional for over 17 years, helping clients meet their goals at firms such as J.C Bradford & Co., 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 attend First United Methodist Church, Tuscaloosa where Jason currently serves on the Stewardship Committee and where they are both past members of the Administrative Board of Directors. 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.