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Jason Styczynski, Private Wealth Advisor serving the San Jose, CA area - Ameriprise Advisors

Jason Styczynski

CRPC, CLTC®, APMA

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
ANIMO ADVISORS

An Ameriprise Private Wealth Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Insurance
  • Sustainable and Responsible Investing

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and Series 66 Licenses

Education

  • Bachelor of Science, Marketing, Santa Clara University, Santa Clara, CA

Awards & recognition

  • ANIMO ADVISORS, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

I volunteer at my daughter's school to help build community and school spirit.

I coach the girls volleyball and flag football teams at Holy Family School.

I am on the Investment Committee for Notre Dame San Jose High School.

Interests

I enjoy spending time with my family and friends and creating memories that we will remember for a lifetime!