Jason Magar, CFP® in

Jason Magar, CFP®

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Chief Operating Officer at Sequoia Advisor Group
📍 Louisville, Kentucky, United States

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.

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Experience
25 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Louisville, Kentucky, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares 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.
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Career

Work history

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

Media appearances

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Education
2010 - 2012
Graduate
College for Financial Planning
1995 - 1999
Bachelor's degree
Harding University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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