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Jason Bolen

Jason Bolen, CPA, CFP®

Jason is a lifelong Monongalia County resident and Trinity High School graduate. He completed a Business Management degree at Grove City College and added an Accounting degree from West Virginia University in 2012. He has been working as a financial planner and accountant in Morgantown ever since, achieving both his Certified Public Accountant and Certified Financial Planner® credentials.

Jason is passionate about providing his clients high-quality, unbiased financial plans and personalized investment advice. He and his wife enjoy travelling with friends and family and volunteering with their church.

Check out this broker on FINRA's broker check.


Check out this broker on FINRA's BrokerCheck.



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