Jason Erwin

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I work with my clients to help grow and protect their assets. I develop and help implement strategies to get my clients to and through the next stages of their financial lives.

Jason Erwin

Financial Planner

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Jason

I've helped clients by providing guidance, insight, and access to the financial products that help them achieve their goals. I'm excited to deliver my expertise to you too!

I'm Most Proud Of: Providing piece-of-mind to my clients that they are doing the right things to achieve their financial goals.

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

The Prudential Difference

    • Property & Casualty: LA, TX
    • Variable Annuities: LA, TX
    • Securities License: LA, TX
    • Variable Life Insurance: ( LA License #566021)(TX License #1755875)
    • Fixed Annuities: ( LA License #566021)(TX License #1755875)
    • Life Insurance: ( LA License #566021)(TX License #1755875)

Jason Erwin is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Robert Bohli, Phone: 713-960-5081. Jason Erwin offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jason Erwin offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.