Jason Maples, CLU, ChFC, CFP® in

Jason Maples, CLU, ChFC, CFP®

Examiner · DISC type sc
Partner – Lockton Partners, LLC. at Lockton Companies
📍 Denver, Colorado, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Partner – Lockton Partners, LLC.
Job Level
Leadership
Location
Denver, Colorado, United States
Personality Overview

How Jason shows up

Status Quo Seeker
Overcautious
Late Adopter

They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2023
Partner – Lockton Partners, LLC.
Lockton Companies
6-2009
Executive Vice President, Executive Benefits Group
Lockton Companies
1-2004 - 6-2009
Owner and Executive Benefits Consultant
Strategic Financial Partners
1992 - 2003
Managing Partner
New England Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 1997
Certified Financial Planner (CFP®)
College for Financial Planning
B.A.
Grinnell College
Chartered Financial Consultant (ChFC)
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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