ABOUT JASON
Alternative Investments
Financial Advisory
Wealth Management
Retirement Planning
Financial Planning
Investment Advisory
Asset Management
Strategic Planning
EXPERIENCES
CEO/President
Vanclef Financial Group, Inc.
Jan 2002 – Present
Full service financial advisory firm specializing in alternative investments: Oil/gas, Real Estate, Collaterialized Notes, Equipment Leasing, Adaptive Money Management, Rare Coins, Housing Tax Credits. Other services: Estate Planning, Insurance Planning, Benefits Planning.
CEO
VFG Securities, Inc and VFG Advisors, Inc.
Nov 2009 – Dec 2017
Vanclef Financial Group of companies include a Registered Investment Adviser, VFG Advisors, Inc. and a FINRA member broker-dealer, VFG Securities, Inc., through which we offer a robust platform of traditional and alternative investment opportunities. We strive to help our clients avoid mistakes that can drain their financial resources and savings. Our goal is to preserve your wealth by taking the mystery out of investing. We do this by spending the time necessary to educate our clients on different approaches and strategies to investing and then formalizing a detailed plan to match their goals.
PUBLICATIONS
The Wealth Code 2.0: How the Rich Stay Rich in Good Times and Bad
Jason Vanclef | Kindle Edition
Release Date: Jan 10, 2013
You entrusted your financial security to the “experts,” and now you’re wondering what it’ll take to recover from the economic crisis and get back on your feet. In this updated and expanded edition of his critically-acclaimed guide to staying rich in good times and bad, financial planner and investment strategist Jason Vanclef delivers more straight answers and solid solutions—and he takes a well-earned poke or two at Wall Street in the process.
The Wealth Code: How the Rich Stay Rich in Good Times and Bad
Jason Vanclef | Kindle Edition
Release Date: Sep 22, 2009
In The Wealth Code: How the Rich Stay Rich in Good Times and Bad, financial planner and strategist Jason Vanclef aims a compelling, eye-opening, and sometimes humorous arrow at those Wall Street experts who pitched stocks and bonds as the magic potion for financial security. The recent collapse of the market proved them very wrong.