Jason Magar, CFP®

Examiner
DISC Type : cs

Chief Operating Officer at Sequoia Advisor Group

Louisville, Kentucky, United States

Overview

Jason is the Cofounder and COO of Sequoia Advisor Group, where he serves as a CERTIFIED FINANCIAL PLANNER™. A graduate of Harding University, he specializes in helping individuals with comprehensive financial planning, investment services, and wealth management. He is also the cofounder of GivApp.

Jason shows a strong interest in business strategy and technology, indicated by his engagement with publications like the Harvard Business Review and CNET. His venture, GivApp, suggests a passion for leveraging technology for community-focused or philanthropic purposes, blending his professional and personal interests.

He is a dual founder, having established both a financial advisory firm and a technology application.

Personality Overview

Tough To Convince

Status Quo Seeker

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Holistic Financial Planning
As a CERTIFIED FINANCIAL PLANNER™, he helps clients with investments, estate planning, insurance, and tax strategies to manage their complete financial picture.
Entrepreneurship
Demonstrates a strong entrepreneurial spirit by co-founding two separate companies: Sequoia Advisor Group and GivApp.
Business Operations
As COO, he focuses on building a team centered around "community and excellence" to deliver high-quality financial services.

Media Appearances

Jason has no verified media appearances

Work History

11-2022
Chief Operating Officer at Sequoia Advisor Group
8-2018
Cofounder at GivApp
1-2012 - 12-2022
Chief Operating Officer at Gilliam Mease Advisors, LLC
2-2006 - 12-2011
Director Of Operations at Riverbend Financial Group
4-2000 - 2-2006
Product Engineer at Leggett & Platt

Education

2010 - 2012
Graduate from College for Financial Planning
1995 - 1999
Bachelor's degree from Harding University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Louisville, Kentucky, United States Job Level : Leadership Designation : Chief Operating Officer at Sequoia Advisor Group
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Jason

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Jason take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Jason

Personality Compatibility


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