Jason Walling, CFP®

Financial Advisor

Phone: 678-719-8610

Email:  jason@wallingfinancial.com

Jason Walling is the president and founder of Walling Financial Group. Jason, a CERTIFIED FINANCIAL PLANNER ™ practitioner, holds the Series 7, 9/10, 63 and 65 registrations with Osaic Wealth, Inc., and has more than 17 years of experience as a financial advisor. Jason began his career in 2001 at Edward Jones, working with individuals, families and small business helping them to pursue their financial goals. After many years with Wells Fargo Advisors, Jason established Walling Financial Group in 2014 to enable him provide independent financial advice to a select client base. Premier customer service is the objective of Jason's practice.

Jason holds a bachelor of science degree from the University of Georgia. He earned his CFP® certification in 2007 in order to provide his clients with comprehensive financial planning and asset management.

Jason understands that everyone's needs are different and, therefore, every client deserves their own specific financial plan catered to their unique goals and objectives. Jason will work diligently to provide individualized service as you move through the stages of your life. Jason will also help you strive to distribute your wealth to your heirs in the most effective and tax efficient manner possible.  

Jason lives with his wife Jennifer, and two children, Jake and Shelby in Powder Springs, Ga. In his spare time, Jason coaches' baseball, football and basketball. He loves to watch his daughter play soccer, cook on his green egg and spend time with his wife. When time allows, he also enjoys playing a round of golf and going for a jog.





Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.