Jason A. Lunsford, MBA, AIF®, CRPS®, AAMS®
Dixon Hughes Wealth Advisors
707 Virginia Street East, Suite 1710
Charleston, WV 25314
866-708-0597 (toll free)
Jason joined Dixon Hughes Wealth Advisors as a Financial Advisor in March 2010 and opened the West Virginia office. A seasoned veteran with more than 11 years of industry experience, he helps create financial security for both individuals and corporate retirement plans. Because DHWA is a fee only advisor and a fiduciary, Jason consults with his clients without the typical conflicts of interest that arise from product based sales relationships. Jason strives to be a go-to financial resource to his clients by providing a customized approach, non-biased advice, and management that is both tax and cost efficient.
Jason holds an MBA from the Elizabeth McDowell Lewis College of Business at Marshall University in Huntington, WV. He graduated from Concord University in Athens, WV with a Bachelor of Science in Business Administration, majoring in Finance. He holds the FINRA Series 66 license that qualifies him as an Investment Adviser Representative. He is licensed by the West Virginia Offices of the Insurance Commissioner for Life, Accident & Sickness, and Variable Annuity authority. He also holds the Accredited Investment Fiduciary® designation from Fiduciary360 through the Joseph M. Katz School of Business at the University of Pittsburgh and the Chartered Retirement Plans SpecialistSM and the Accredited Asset Management SpecialistSM designations from the College for Financial Planning.
Jason is a native of West Virginia and a member of the Concord University Business Advisory Board & Kanawha Valley-WV Alumni Chapter, Marshall University Greater Kanawha Valley-WV Alumni Chapter and Big Green Foundation, Charleston Estate Planning Council, Fellowship of Christian Athletes Board, Leadership West Virginia, Charleston Area Alliance, Generation Charleston, and George Washington Patriot Club. He is active in the community with Bible Center Church, Union Mission, United Way, and Habitat for Humanity.
As the largest accounting firm in the South, Dixon Hughes PLLC is known for offering a wide range of services to its clients including audit and assurance, tax, business valuation and litigation support, and corporate governance. Dixon Hughes Wealth Advisors LLC is a subsidiary company which manages over $700 million in assets with 20 employees covering 11 offices in North Carolina, South Carolina, Florida and West Virginia.