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John Mason

President & Senior Financial Planner

Mason & Associates LLC

United States, Virginia, Newport News

About Me

John is a graduate of Virginia Tech's Pamplin School of Business, where he received his Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. He passed the comprehensive CFP® exam in November 2010 and earned his designation as CERTIFIED FINANCIAL PLANNER™ in September 2012. John also holds the Series 66 and Virginia Life & Health Consultant licenses. John joined Mason & Associates in 2010 and began his career assisting Michael and Kenneth. John earned a partnership position at Mason & Associates in 2017 and is now the President. His primary duties consist of working directly with Maso

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Profile Information

President & Senior Financial Planner

Mason & Associates LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport News

Virginia

United States

Aug 20, 2025

Work Experience

Mason & Associates LLC

President & Senior Financial Planner
May 2010 - Present
Email: jmason@masonllc.net

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