Jason E. Lupinek, ChFC® CWS® joined Cetera Investment Services in 1998 as an Equity Trader in the firm’s Trading Department where he specialized in gold and precious metals execution and the department’s Registered Options Principal. Jason transitioned to his role as Financial Advisor in January 2003 and has over 24 years’ experience in the financial services industry.
He has earned the Chartered Financial Consultant (ChFC) and Certified Wealth Strategist (CWS) designations and holds Series 4, 7, 55 and 66 securities registrations and is insurance licensed. Jason earned his Bachelor of Science Degree in Accounting and a Master of Business Administration (MBA) from St. Cloud State University. In his free time, he enjoys sports, fishing and working on his lawn.