Jason Doise

LUTCF

Advanced Planning & Insurance Specialist

Jason Doise is a Private Wealth Advisor for Level Four Advisory Services, LLC (“LFAS”). Since entering the financial advisory arena in 2002, Jason has helped his clients achieve dreams they never thought would be possible. Prior to joining LFAS, he worked for Mutual of Omaha and was acknowledged as a leader being recognized as one of the top advisors for his firm in his state. Upon request from his organization, Jason also spent much of his time serving as a mentor to newer advisors. Jason has been focusing on helping motivated people understand and avoid financial pitfalls with the firm since 2017. Jason serves as a board member and a past President of NAIFA Louisiana. In addition, he was named the 2008 Advisor of the Year in the Baton Rouge Association and in 2015, he was recognized nationally as one of the 4 Under 40 advisors within NAIFA. Jason also has his Life Underwriter Training Council Fellow (LUTCF) designation. He and his wife Chenelle have been married for over 20 years and are parents to three wonderful children - Jewel, Jonah and Jensi. Education Bachelor of Arts, Southeastern Louisiana University

Baton Rouge

4600 Sherwood Common Blvd., Suite 201
Baton Rouge, Louisiana 70816

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Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Level Four Financial Registered Representatives associated with this site may discuss and/or transact securities business only with residents in states where they are registered. Please refer to https://brokercheck.finra.org for additional information.

Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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