Meet the Team
With nearly 100 years of combined financial services experience, we are dedicated to serving our clients with professionalism and trust. Contact us to speak with one of our team members about the services we offer or to schedule a complimentary consultation.
John Badger is the owner and president of Chartered Financial Services, founding the Des Moines-based firm in 1982 to offer fully integrated financial planning and asset management services for individuals and corporate clients. He has been a licensed insurance agent since 1969 and gained his first financial planning designation in 1970.
John earned a bachelor’s degree from Iowa Wesleyan College; a Master of Education from Drake University; and has completed programs of study at The American College of Financial Services, the Center for Fiduciary Studies, and the Institute of Business & Finance. His many designations and licenses demonstrate his commitment to staying at the forefront of knowledge and expertise in the industry. He is a certified financial planner™ professional, Accredited Investment Fiduciary®, Certified Fund Specialist®, Chartered Life Underwriter®, Chartered Financial Consultant®, and Registered Financial Consultant™. John also holds FINRA Series 7, 24, 63, 65, and 99 licenses.
John contributes his free time to a wide variety of charitable causes in the Des Moines area. He is a past president of the Des Moines Sertoma Club, a current board member of the Iowa Wesleyan College Board of Trustees, and has served on the board and several committees of Polk County Health Services. He has been a frequent lecturer for Iowa Life Insurance Continuing Education and has conducted professional seminars on financial planning at the local, state, and national levels.
Jason F. Vos, CFP®
Jason Vos joined Chartered Financial Services in 2010 and has been in the financial services industry since 2007. As a retirement plan consultant, he educates plan participants on their options and ways to save in their retirement plans, and helps our corporate clients develop and maintain employer-sponsored plans. Jason also assists with creating and implementing retirement plan communications, including educational workshops, investment guidance, and one-on-one consultation with plan participants.
Jason graduated from Iowa State University with a bachelor’s degree in history education, minoring in economics. A certified financial planner™ professional who is committed to the financial planning process, he also holds FINRA Series 6, 7, 63, and 65 licenses.
Jason currently serves as president of the Des Moines Sertoma Club, a volunteer organization dedicated to assisting and empowering people with hearing impairment. He is a frequent participant at Iowa State alumni events and is a Cyclone Club member.
Jason R. Badger, AIF®
Since joining his father’s firm in 2010, Jason Badger has focused on delivering fiduciary investment advice and financial guidance to individuals and retirement plan sponsors. As an Accredited Investment Fiduciary®, he specializes in the prudent governance and oversight of qualified and non-qualified employer-sponsored retirement plans.
Before joining Chartered Financial Services as an investment advisor, Jason held several positions in the financial and consulting sectors. He earned a B.S. in journalism and mass communications from Iowa State University, and a B.A. in music from Simpson College (magna cum laude). Jason holds FINRA Series 7 and 66 licenses.