Jason Bohmann has been involved in the financial service industry since 1996. Jason is a former bond trader and credit portfolio manager. As a Financial Advisor with Northwestern Mutual, Jason developed expertise in the areas of personal planning and health insurance. His work with the firm permitted him the opportunity to help people identify their needs and implement financial solutions that helped make a lasting impact on the lives of those they cared about most.
Jason created Texas Wealth Design in 2008 to address the needs of his clients that required sophisticated investment tools and a wider selection of insurance products. In 2017 Jason joined Focused Tax Solutions as a franchise owner to provide strategic tax planning services in Texas.
Associations and Memberships
Jason is a member of the Greater Houston Partnership, NAIFA, CFA Society of Houston, supporter of the West Houston and Pearland Young Life Organization, member and Deacon of Crosspoint Church in Bellaire, Texas.
Education
Jason earned his undergraduate degree from Southwest Texas State and his MBA with a Finance concentration from the University of Houston.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2007
MDRT is a premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 2005-2007
Award recognizing persistency and performance