Jason Forsythe, CLU®, AIF®
Financial Advisor
JASON FORSYTHE is a financial advisor with Secure Planning Group who works with individuals, families, and business owners to help safeguard what matters most.
Jason is an advocate for individuals and families, helping them seek protection against unexpected death, disability, and outliving their savings. He also supports business owners with business continuation planning and strategies to attract and retain quality employees. For retirees, Jason provides clarity around income and Social Security decisions. He puts client goals first and delivers personalized strategies collaboratively.
Jason holds the AIF® (Accredited Investment Fiduciary) and Chartered Life Underwriter® (CLU®) credentials. He maintains Series 6, 7, and 63 registrations with LPL Financial and the Series 65 registration with Wealthcare Advisory Partners LLC, along with life, disability, and long-term care insurance licenses.
Jason resides in Exton with his wife, their two children, and their two certified therapy dogs. He is an active member of the Downingtown–Thorndale Rotary Club.