Jason Wendt CEPA, APMA, AIF

Jason Wendt CEPA, APMA, AIF

Share

Financial Advisor at Ameriprise Financial LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Has market uncertainty officially passed? 05/28/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

Has market uncertainty officially passed? 3 factors driving U.S. stocks higher.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Today I’m celebrating 4 with Ameriprise! It’s been an incredible experience getting to work with clients like you and I wanted to thank you for being part of my journey.

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Want your business to be the top-listed Accountant in Chicago?

Click here to claim your Sponsored Listing.

Location

Telephone

Website

https://blog.exit-planning-institute.org/why-you-need-a-cepa-on-your-tea

Address


303 E. Wacker Drive Suite 1575
Chicago, IL
60601