Jackson Avenue, LLC is a state registered investment advisory firm specializing in 401(k) plans and personal retirement assets. We pride ourselves in providing full service 401(k) solutions that are customized to our clients and their employee’s needs. With our combined experience and education in plan design, administration, and investments, we are able to provide 401(k) plans that are efficient, effective, and prudent, at a tremendous value.
With more than 35 years dedicated to working with all aspects of 401(k) plans and priding ourselves on our commitment to engaging plan participants, we are a rare and valuable breed in the industry.
Plan design, investment selection and monitoring, service provider selection and monitoring along with our participant engagement tactics, makes Jackson Avenue the complete 401(k) plan solution for you and your employees.
With more than 20 years of investment and 401(k) plan experience, Jason is uniquely qualified to fulfill the needs of any employer with the desire to provide a highly effective plan at a great value while ensuring his/her fiduciary responsibilities are being met. With a degree in Business Administration and Economics from High Point University in North Carolina, the Qualified 401(k) Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA), and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA), Jason has committed his career to ensuring employers are fulfilling their responsibilities and participants are engaged in retirement saving and investing.
With over 15 years of 401(k) plan experience, Curt has become a leader in effective plan design and employee motivation to save for retirement. His methods for analyzing a plan’s employee demographics have proven to be highly effective in increasing the number of participants in a plan as well as the level of participation by employees. With a Political Science degree from Bucknell University in Pennsylvania, Curt has dedicated his career to ensuring plans are designed to succeed and participants are motivated to save.