Jason Sandfort, CFP®
Independence, Knowledge and Commitment
A former cross country and track & field star who runs marathons in his spare time, Jason Sandfort knows the value of persistence and hard work in reaching well-defined goals. As RIA Representative at Angell Capital Management, LLC, Jason brings that same level of commitment to serving his clients.
“I strive to provide independent, objective financial advice that will put my clients in the best possible position to be successful in achieving their goals,” Jason says. “The key is to look at the overall picture of a person’s finances and life goals before making any investment decisions.”
As a long-distance runner, Jason is most interested in forming long-term relationships with his clients, which allows him to meet their needs more effectively. That’s why Jason joined Angell Capital Management, a fee-based advisory firm, after three years as a financial advisor with Edward Jones.
“Working with Scott (Angell) really allows me to focus my attention on my clients,” Jason says. “I want to work closely with people in order to provide them with more personalized service and help them build a portfolio that best meets their long-term needs.”
Jason graduated from the Sam M. Walton College of Business at the University of Arkansas in Fayetteville, Arkansas, and holds a Bachelor’s Degree in Financial Management and Investments with a minor in Economics.
While at the University of Arkansas on a cross country and track & field scholarship, Jason earned seven NCAA All-American honors, 19 SEC All-Conference honors, was team captain and member of five NCAA National Championship teams, and competed at the 2004 USA Track & Field Olympic Trials in the 10,000 meter event. He also earned several academic awards, including two NCAA Academic All-American honors and SEC Scholar Athlete of the Year.
Jason carries health and life insurance licenses in Missouri.
Jason was born and raised in Missouri and grew up the son of a community banker. He lives in Saint Charles, Missouri with his wife Jessica and three sons, and is a member of Immanuel Lutheran Church in Saint Charles, and serves on the board of directors for FPA St. Louis.