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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.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
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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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