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Licenses

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing financial landscape to provide you with solutions for your unique situation. All financial services representatives must obtain a license to offer solutions in your state.

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Connecticut, DC, Florida, Georgia, Indiana,  Michigan, New York, North Carolina, Ohio, Oregon, South Carolina and Texas

We have individuals licensed to offer insurance in the following jurisdictions:
Connecticut, DC, Florida, Georgia, Illinois, Michigan, North Carolina, Oregon, South Carolina and Texas

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4350 Congress Street, Suite 300, Charlotte, NC 28209. (704) 557-9600. Five Point Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.   CRN202801-7903566

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Jason Goldy

CFP®, ChFC, CEPA
Financial Advisor

Jason Goldy, CFP®, ChFC, CEPA, is a 25-year veteran of the financial services industry where he has focused his time as a coach and consultant for successful financial advisors and serving the closely-held business community.

His focus is to equip and empower small to medium sized business owners to maximize the potential of their business and personal plans. The purpose is to help them grow the business while preparing to confront one of the most significant and inevitable events they will face – the sale or transfer of ownership. All owners exit eventually, and the earlier they plan for it, the more opportunity they create. 

Born in Kentucky, Jason has been in the Charlotte region for over 30 years. He graduated from Appalachian State University with a Bachelor of Science in Business Administration.  Jason and his wife Lori reside in Waxhaw with their 3 children – Maren, Colton, and Adelyn, along with their rescue dog, Boone.  An avid sports family, they spend the majority of their “free” time on soccer fields throughout the Carolinas. 

Jason is registered to offer securities in the following jurisdictions: NC, SC.

Jason Goldy ChFC®, ChFC, CEPA is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 4350 Congress Street #300, Charlotte, NC 28209, Tel: (704) 557-9600 Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.