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509 Wealth Management

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important. 

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Our Tools

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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Meet Our Team

Jason Johnson

Jason E Johnson CRPC

Wealth Advisor

jason@509wealth.com

Kyla Baker

Kyla Baker

Director of Operations/Administration

kyla@509wealth.com

Kaylee McClary

Kaylee McClary

Account Services Coordinator/Planning Assistant

kaylee@509wealth.com

Cassidy Reiter

Cassidy Reiter

Client Service Executive

cassidy@509wealth.com

Emma Downing

Administrative Assistant

emma@509wealth.com

Sophia Cavasos

Client Service Specialist

sophia@509wealth.com

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