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Jason P.   Clark  MBA, CFP ®

Jason P. Clark MBA, CFP ®

Wealth Advisor

Mr. Clark is Partner and Senior Advisor of WorkOptional, Inc. Mr. Clark has been seen in Mpls./St.Paul and Twin Cities Business magazines; as a Twin Cities “Five Star Wealth Manager” for the years 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. Mr. Clark gained valuable experience at A.G. Edwards working in institutional securities where he provided clients with services such as research, brokerage, and distribution of securities and at Smith Barney where he worked with clients to develop a clear investment strategy and maintain a portfolio that supports that strategy. Mr. Clark holds a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse.  He is on the Saint Michael Catholic Finance Committee. He lives in St. Michael, MN with his wife and three children.

Jason P. Clark is solely an investment advisor representatives of Intru Financial, and not affiliated with LPL Financial.