Bozeman Financial Advisors : Jason Hundhausen

Jason Hundhausen, Financial Advisor

Jason has been a fee-based financial advisor and fiduciary portfolio manager since 2011. He brings unique skills and perspectives to financial analysis derived from his work as a high-tech engineer. The appeal of working closely with people prompted Jason to become a financial advisor where his efforts are validated by his clients’ financial well-being and the lasting relationships he builds with them.

Key tenets of his practice include meticulous attention to detail and a principled approach to investing. Whether they are individuals or businesses, his approach to his clients is holistic and addresses all areas of financial planning including fiduciary portfolio management, retirement planning, insurance needs, and through a network of professional Certified Public Accountants and attorneys, tax and estate planning.*

Previously, Jason was a licensed Professional Engineer and holds a bachelor’s degree from Montana State University and a master’s from Purdue University, both in mechanical engineering. He has taught numerous courses on investing for the Montana State University Extension office and the Bozeman Public Schools.

An entrepreneur at heart, Jason established a successful business teaching Taekwon-Do at age 15 and, naturally adventurous, got his pilot’s license at 17. If he could be invisible for 24 hours, he’d probably go inside Fort Knox to see if there really is gold hidden there.

Happily married for over 25 years, he has two active college-age sons. He and his family enjoy all that Montana has to offer, from mountain biking, climbing, trail running and backpacking to hunting, fishing, and skiing—if only the days had 36 hours.

 

*Securities America, Inc., Securities America Advisors, and Bozeman Financial Advisors receive no additional compensation, direct or indirect, for referrals given to CPAs or other outside professionals. This service is provided as a courtesy only.

Money is so fraught with stressors, some of which many people aren’t even particularly aware. Informed financial decisions go beyond watching the Index.”Jason Hundhausen, PE

FAVORITE QUOTE

Skepticism and pessimism aren’t synonymous. Skepticism calls for pessimism when optimism is excessive. But it also calls for optimism when pessimism is excessive.”Howard Marks