Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. Jason helped to found Modern Retirement Theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory and Using a Hierarchy of Funds to Reach Client Goals (with M. Ray Grubbs, Ph.D.) have been published in The Journal of Financial Planning’s Retirement Income Special Report. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum.

Jason’s quotes and retirement theory have been referenced in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He has served on The Journal of Financial Planning’s Advisory Board (2010-2014) and has been a peer reviewer for the Retirement Management Journal. Branning has also served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board.

Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.