Jason Egge Vice President, BTC Financial Services
Jason Egge joined Bankers Trust in 2004 and has more than 19 years of experience in the financial services industry. Prior to joining the Bank, he worked seven years at The Principal Financial Group in Des Moines. Jason partners with his clients to develop retirement strategies based on thoughtful consideration of their individual needs. He follows through with them, encouraging these customers to meet regularly in a comfortable environment to review each unique portfolio, ensuring that their investments meet their changing life needs. Presently, customers have collectively invested more than $90 million through Jason. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities.
In 2010, Jason’s commitment to integrity was recognized by his peers when they voted to give him the Award of Excellence, which recognizes client service and industry integrity. Jason graduated from Coe College in Cedar Rapids, Iowa, where he earned degrees in Economics and History. He maintains his FINRA Series 7, 24, 63, and 65, as well as his Iowa Producer’s Life license. Jason’s interests include biking, reading, grilling, playing basketball and spending time with his wife, Sarah, and their two children, Norah and Harper.
Jason Egge is a registered representative with Securities America, Inc. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bankers Trust, BTC Financial Services, a division of Bankers Trust, and Securities America are separate companies. Not FDIC Insured • No Bank Guarantees • May Lose Value