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Jason M. Lumpkin, QKA
Relationship Manager
 
Jason is responsible for 401(k) plan conversions, client relations, problem resolution, and management of contributions and distributions. Jason is particularly skilled with client relations and technical research.
 
Education:
Indiana University of Pennsylvania
B.S., Accounting
 
Professional Designations:
QKA credential from the American Society of Pension Professionals & Actuaries (ASPPA)
  “My goal is to ensure that a retirement plan is considered an efficient and valuable benefit by our clients and their employees, not a cumbersome administrative burden.”  
 
Schneider Downs Wealth Management Advisors, LP  |  1133 Penn Avenue, Pittsburgh PA 15222  |  P:412-261-3644  |  F:412-261-4879  |  sdteam@schneiderdowns.com
Schneider Downs Wealth Management Advisors, LP  |  41 S High Street, Suite 2100, Columbus OH 43215-6102  |  P: 614-621-4060  |  F: 614-621-4062  |  sdteam@schneiderdowns.com
 
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Schneider Downs Wealth Management Advisors, LP is an SEC Registered Investment Advisor specializing in the design, implementation and
management of Custom Portfolios, Retirement Plan Solutions, ERISA Fiduciary Services, SDAdvantage IRA platform and financial planning services.