Portfolio Strategy Assistant
Jason S. Christmas is the Portfolio Strategy Assistant for the Armstrong Wealth Management Group, a comprehensive fee-based wealth management firm in Florence, South Carolina. His primary responsibility is to assist the wealth managers with the following: prepare reviews, evaluate appropriate strategies, and conduct investment research. He also serves as the office’s Information Technology Specialist.
Jason is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds his Series 7 and 66 securities registrations through LPL Financial. Prior to working with the firm, Jason obtained several years of experience in life, health, and annuity insurance; property and casualty insurance; and tax preparation. Jason earned a Bachelor of Business Administration degree from Francis Marion University in Accounting, where he was a member of Beta Gamma Sigma, an international honor society. Jason has been with the firm since 2011.
Jason was born and raised in Ashwood, South Carolina. Jason and his wife Kimberly reside in Florence with their son. Jason likes to spend time with his family camping or going to the beach. You can find him most days cheering on his son’s baseball team in the spring and helping coach his football team in the fall.