Jason Fishman

Jason Fishman
Premier Banker

5125 Preston Road

Frisco, TX 75034

jason.fishman@truist.com

Phone 469-440-0760

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About me

Background

I am a Virtual Premier Banker with Truist.  Since joining the firm in 2021, I have helped deliver the Premier client experience in Texas.  With more than 17 years in the financial industry, I take a holistic and strategic approach when guiding clients through financial planning, retirement planning, risk management and strategic credit conversations. My purpose is to understand my clients’ goals and help to achieve them.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
Long Island University
Bachelors of Science - Business Management & Administration
Long Island University

Personal interests

 When I am not at work, I enjoy spending time with my family, playing sports, going to the gym, gaming, traveling and cooking.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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