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Jason Baum

Jason Baum

Jason Baum | CFP®, ChFC®, MBA | Financial Advisor

Naples, FL | 239.254.5057 | Email | LinkedIn
Service Areas | Comprehensive financial planning, retirement income and cash flow planning, investment portfolio design and analysis, insurance planning and analysis, corporate retirement and compensation plans

Jason is a Certified Financial Planner™ professional and financial advisor with Rehmann Financial. He is based in the Naples, Florida office.


Jason began his financial services career in 2005 and has experience serving clients both locally and nationally. Jason believes in applying a proactive and common-sense approach to financial planning and has assisted a broad spectrum of individuals and families by helping them improve their financial futures and well-being.

Jason's commitment to his clients is demonstrated through lifelong learning and education and his desire to help others while doing what he loves. Whether advising families and individuals during the beginning of their planning or those in retirement, Jason understands the unique financial challenges and opportunities represented in each stage of life.

He received his CFP® certification from the Certified Financial Planner™ Board of Standards and attended the American College and earned the ChFC® (Chartered Financial Consultant®) designation. Jason holds the Series 7, 63 and 66 securities registrations, life and health insurance licenses and variable contracts licensure.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 6609 Willow Park Drive, Suite 100, Naples, FL 34109 | 239.254.5057