Jason Co, CFP® Co Planning Group

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About Jason Co, CFP®

As a person, I strive to be kind, honest, and respectful to everyone I meet. I believe I have a good sense of humor, which I hope comes through on my website and in our conversations. When you partner with me to plan for your retirement, you can count on your voice being heard and understood.

I earned my B.S. in Engineering Management from Missouri University of Science and Technology, graduating Magna Cum Laude in 2012. I completed the education program at the University of Georgia’s Terry College of Business and currently hold the Certified Financial Planner™ designation.

Prior to launching Co Planning Group, I worked as a Portfolio Consultant for TD Ameritrade Investment Management (TDAIM), where I advised on over $110M for over 200 households nationwide. At TDAIM, I also assisted Cantonese and Mandarin-speaking clients in their financial planning and investment management needs.

I pride myself on being very involved in raising my 3-year-old son, Logan, with my wife of 10 years, Lan, who is from Fujian, China. Together, we love taking our son on playdates, to the Magic House, and all the kid-friendly activities that St. Louis has to offer.

I offer a free consultation to help you see how I can improve your family’s financial future. I promise there will be no aggressive sales pitch or annoying follow-up calls because I just can’t bring myself to do it.

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Recently Published

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Cantonese Speakers
  • Mandarin Speakers
  • Retirement Planning

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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