jason.rehg@benjaminfedwards.com
Phone: 618-659-6741
Toll Free Phone: 844-410-4433
Phone (Direct): 618-659-6741
Benjamin F. Edwards - Collinsville, IL
1008 Vandalia St
Collinsville, IL 62234
Benjamin F. Edwards - Edwardsville, IL
1012 Plummer Dr
Ste 103
Edwardsville, IL 62025
Check the background of this investment professional on FINRA’s BrokerCheck

Jason Rehg, CFP®, AAMS®

Vice President - Investments

Jason Rehg – Financial Planning Overview

Jason Rehg is a financial advisor in the Collinsville, IL area with Benjamin F. Edwards.

Trust. Integrity. Mutual respect. These are the operating principles I rely on when I work to develop an investment approach that is designed to meet my clients’ financial goals and objectives.

My client-first service commitment for you as a financial planner begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial plan using the various investment tools we have at Benjamin F. Edwards.

As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.

I very much look forward to showing you what our client-first investment approach can mean for you and your family.

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.