Jason Popham in

Jason Popham

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Founder/Wealth Management Advisor at Pathfinder Wealth Partners - Northwestern Mutual
📍 Greater Richmond Region, United States

Jason Popham is the Founder and Wealth Management Advisor at Pathfinder Wealth Partners, a Northwestern Mutual-affiliated firm in Richmond, VA. He earned a BA from Augustana College and holds the RICP® designation, specializing in guiding clients through complex financial planning and retirement strategies.

Outside of his professional life, Jason is a dedicated family man and an avid outdoorsman. He enjoys hiking and backpacking with his wife and three children. His commitment to the outdoors is further demonstrated by his unique certification as a Wilderness First Responder.

Uniquely for a financial advisor, Jason is a certified Wilderness First Responder, merging his personal passion for the outdoors with a high level of preparedness.

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Experience
41 Years
Current Role
Founder/Wealth Management Advisor
Location
Greater Richmond Region, United States
Personality Overview

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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

Comprehensive Financial Planning
His practice, Pathfinder Wealth Partners, focuses on guiding clients through complexities like retirement planning, asset management, and tax-efficient strategies.
Retirement Income
He holds the Retirement Income Certified Professional (RICP®) designation, showcasing specialized expertise in creating sustainable income plans for retirees.
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Career

Work history

5-2009
Founder/Wealth Management Advisor
Pathfinder Wealth Partners - Northwestern Mutual
1-2003 - 12-2008
Founder/Partner
James Tattersall
1-1999 - 2002
Vice President
S&K Famous Brands
5-1984 - 12-1998
Product
BACHRACH PARTNERS, L.P.
In the press

Media appearances

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Education
BA
Augustana College
Education details unavailable
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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