JASON MARION
Three Sixty Wealth Management, LLC
As a Certified Exit Planning Advisor (CEPA®), Jason Marion is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{city=Bloomington, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jason-marion, lname=Marion, hs_object_source_id=enrollmentId:2116067048865;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/MARION-JASON-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953711, cohortium_profile_title=Jason Marion | Family Business Advisor at Three Sixty Wealth Management, LLC | CEPA Connect Member, id=41667905657, advisor_type=Family Business Advisor, custom_page_title=Jason Marion, email=jason@threesixtywm.com, cohortium_meta_description=Connect with Jason Marion, a specialized Family Business Advisor working with Three Sixty Wealth Management, LLC., associated_contact_record_id=164986957648, website=www.threesixtywm.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10639_Marion_CEPA-Certificate-2025-November.pdf, is_editable=editable, url_slug_2=jason-marion, impersonate_user_url=https://exit-planning-institute.org/member-detail/jason-marion?impersonation=true, full_name=Jason Marion, hs_lastmodifieddate=1766064859549, phone=+1 630-219-1695, company_name=Three Sixty Wealth Management, LLC, name=Jason, hs_object_id=41667905657, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=61704, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Family Business Advisor
- Website:
https://www.threesixtywm.com - Phone: +1 630-219-1695
- City: Bloomington
- State:
- Postal Code: 61704
- Country: United States
- Designations:
- Markets Served:
- Company Name: Three Sixty Wealth Management, LLC
