Jasen Hedrick

Managing Partner

As a trusted advisor and fiduciary, Jasen is passionate about serving his clients and supporting their financial needs through his vast knowledge of strategic planning with the use of Investment, Advisory, and Insurance related placement.

Jasen’s career has been focused on guiding clients throughout the investment lifecycle, paying unique attention to strategies that center around Asset Management, Managed Account Programs, diversified Stock placement, ETFs, and targeted insurance programs for income protection and estate preservation via Life Insurance Trust funding.

Jasen’s expertise in Life, Disability and Long-term care insurance uniquely positions him to support clients through even the most complicated estate planning. He has worked closely with clients and their families as they faced personal tragedies, helping them move forward with the knowledge that their wealth and legacy were protected. As a vetted Dave Ramsey SmartVestor Pro, Jasen is committed to educating and empowering clients to develop a plan to support their unique financial future.

Jasen takes great pride in bridging the gap between our clients and our strategic investment partners, to ensure clear communication and seamless collaboration, as we all work together to serve the best interests of our clients.

Jasen graduated cum laude from NC State (Go Pack!). He holds a FINRA Series 7, 63, and 65 securities licenses, as well as Life, Accident and Health, Long-term care, and Property and Casualty insurance licenses. Jasen has earned the Certification for Long-Term Care^® designation and is a qualifying member of the Million Dollar Round Table (MRDT), The Premier Association of Financial Professionals^®.

A native of Oregon, Jasen lives in Cary, North Carolina, with his wife, Shannon, and their three rescue dogs. He actively supports a number of regional and national charities including K9s for Warriors.

Jasen has partnered with the Dave Ramsey organization to become a SmartVestor Pro. To learn how he can support your financial journey, click here.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Advisors are not affiliated.

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