Helping people create, manage, and preserve wealth.

Jason M Mickey, Financial Advisor

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Contact Jason

Location: Houston, TX
Phone: (832) 570-6803
Email: [email protected]

Philosophy

Jason Mickey is a Financial Behavior Coach and Financial Advisor with Wealth Management Group. With a background in the psychology of human behavior, Jason integrates his academic studies into personal financial planning, offering a unique perspective to his clients. He began his career in 2001 with the New York Life Insurance Company and spent 20 years as a sales manager in the financial services industry, working with New York Life, New England Financial, MassMutual, and the Guardian Life Insurance company.

After two decades in management, Jason shifted his focus to personal planning, leveraging his extensive knowledge, dedication, and commitment to help clients achieve financial stability. He develops financial plans that assist clients to save more of their hard-earned income, pay off debt, and adopt Nobel Prize-winning investment strategies that eliminate speculation and capture market returns.
Jason’s ultimate purpose is to inspire others to discover and live a life aligned with God’s intention and love for them. He believes in finding one’s true purpose and then gifting one’s time, talent, and wealth to fulfil that purpose and create a better world.

In 2013, Jason met Renee Myers, and they relocated to Texas in 2014. The couple married in 2017 and have been happily married for seven years, residing in Houston, Texas. Jason has a stepson, Tyler, who serves as a firefighter in the U.S. Air Force, and a beloved 9-year-old grandson, Cas.

Jason enjoys meaningful conversations about purpose and faith, sharing the impact of God’s work in his life. In his free time, he loves swimming, fishing, and indulging his passion for movies as an avid film enthusiast.

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

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Retirement Planning

Our team will work with you to determine the best plan or strategy to pursue your retirement goals.

Financial Planning

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Tax Planning

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