Managing Partner | Senior Financial Advisor
Jason Franklin is a Managing Partner and co-founder of The Investment Consulting Group. He has more than 25 years of experience as a Financial Advisor and is consistently recognized as a distinguished advisor amongst his peers.
Jason believes in taking a holistic approach when planning for his clients’ financial future. His primary objective is to provide comprehensive financial advice and portfolio management — customized to each client’s unique needs. Jason offers personalized, goals-based guidance to individuals and their families both locally and across the country. He works with clients to assess their entire balance sheet — including investment asset allocation, retirement accounts, estate planning strategies, and insurance policies. Jason provides cohesive recommendations which allow his clients to properly care for their wealth and their family’s long-term financial well-being for generations to come.
Jason helps his clients stay focused on the importance of developing a flexible investment plan that charts a path for them to accomplish their most important goals during all of life’s phases. He is committed to alleviating clients’ financial concerns and taking a pragmatic approach to investing. He does so by keeping clients focused on their goals and making wise decisions — during periods of market decline and growth.
Prior to establishing The Investment Consulting Group, Jason was a Financial Advisor at Morgan Stanley. He holds a BBA from the University of Michigan – Dearborn School of Business, as well as the Series 7, 24, 31, and 66 (includes Series 65 and 63) registrations.
Jason and his wife, Amy, have been married for more than 25 years. They have three children: Clayton, Caroline, and Charlotte. Clayton is a University of Tennessee graduate and financial advisor with the firm. Following high-school graduation in 2022, Caroline is pursuing her postsecondary education, and Charlotte is a middle-school student. The family also has two dogs, Savvy and Skylar, a Cavachon and Cavapoo, respectively. Away from the office, Jason enjoys golf, running, and biking. He supports many local and national charities, including a children’s outreach program managed by his father, a retired minister.
CA Insurance License Number: 0G44120 Resident State TN