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Jason Mickool

Jason Mickool (born 1969), whose full name is Jason Kurt Mickool, is a US-based financial services entrepreneur, advisor and author. He founded Florida Financial Advisors and is involved in Trinity Wealth Securities, Greatness Lab and Take The Power Back. He wrote Built to Lead, Built to Scale and has appeared on School of Hard Knocks.

Contents19 sections
Key facts

Birth

A historical Florida Financial Advisors regulatory brochure records Jason Mickool’s birth year as 1969.⁠[1]

Early Education

His public professional profile lists Bristol Community College. In a video posted on his account, he said he left college and continued learning through mentors and practical experience.⁠[2][3]

Early Financial Services Career

Registration records place him at the firm now called Ameriprise in 1995–2006 and New England Securities in 2007–2013. His company biography describes roles as a field vice president at American Express Financial Advisors and managing partner at New England Financial.⁠[4][5]

Voya Period

His registration history lists Voya Financial Advisors in 2013–2014.⁠[4]

Customer Complaint Record

The regulatory report records a 2014 variable-annuity transfer complaint as denied, rather than an arbitration or civil judgment.⁠[4]

Permitted Resignation

Voya reported permitting him to resign during an investigation concerning supervision of another representative’s marketing activities.⁠[4]

McAdam and Tampa Operations

He worked in investment advice at McAdam and helped develop its Tampa operations. His company biography places this period before the founding of Florida Financial Advisors.⁠[5][4]

Founding Florida Financial Advisors

He founded Florida Financial Advisors (FFA), providing financial planning and investment advisory services. He later recalled starting at his kitchen table after encouragement from his wife.⁠[6][7]

Acquiring Trinity Wealth Securities

Trinity Wealth Securities’ annual financial statements record his purchase of the firm from its previous owners, bringing it under common ownership with FFA.⁠[8]

Partial Equity Sale and Reorganization

The financial statements disclose a 2022 partial sale to AmeriLife. Following reorganization, his entity held 40% of the holding company and an AmeriLife affiliate held 60%. The filing records FINRA approval of the associated business change on February 13, 2023.⁠[8]

Announcing the AmeriLife Partnership

AmeriLife announced its partnership with FFA, identifying Jason and Allyson Mickool as CEO and CFO respectively. It described a network of more than 150 licensed planners and advisors across FFA and associated brands; transaction terms were not disclosed.⁠[9]

Company Recognition in the Inc. 5000

FFA ranked No. 1,191 on the 2025 Inc. 5000 list of growing US private companies, which identified Jason Mickool as its leader.⁠[10]

Reported Advisory Assets

FFA’s subsequent regulatory brochure reported $456,133,125 in regulatory assets under management on that date, all discretionary. This figure concerns client assets managed by the firm.⁠[11]

Publishing a Business Book

He published Built to Lead, Built to Scale: How Modern Leaders Turn Businesses Into Platforms, addressing leadership development, organizational systems and reducing dependence on founders. Google Books lists the print edition on April 21; his team held a virtual launch on April 29.⁠[12][13]

School of Hard Knocks Interview

School of Hard Knocks published an approximately 51-minute interview covering entrepreneurship, recruiting, ownership, risk and cash flow. Its $130 million headline concerns a company narrative and does not establish his personal net worth. Original episode: https://podcast.ausha.co/school-of-hard-knocks-podcast/jason-mickool-he-got-fired-from-every-job-then-built-a-130m-company (opens in a new window).⁠[14]

Business Training and Career Development

He founded Greatness Lab to support business and team development among insurance and financial professionals; the organization also identifies Micheal Burt as a co-founder. His Take The Power Back initiative connects students, entrepreneurs and employers through career opportunities and interviews.⁠[15][16]

Family and Personal Life

His wife, Allyson Mickool, helped found and operate FFA. His company biography lists travel, windsurfing, guitar and time with family and dogs among his interests.⁠[16][5]

Official Website and Video Channel

Sources

  1. Florida Financial Advisors — Form ADV Part 2A (opens in a new window)
  2. Jason Mickool — Professional Profile (opens in a new window)
  3. Jason Mickool — College and Career Reflection (opens in a new window)
  4. Jason Kurt Mickool — Investment Adviser Public Disclosure (opens in a new window)
  5. Four Corners Financial Advisors — Jason Mickool Biography (opens in a new window)
  6. Florida Financial Advisors — March 2025 Brochure (opens in a new window)
  7. About Jason Mickool (opens in a new window)
  8. Trinity Wealth Securities — 2022 Financial Statements (opens in a new window)
  9. Florida Financial Advisors Joins Forces with AmeriLife (opens in a new window)
  10. Florida Financial Advisors — 2025 Inc. 5000 Profile (opens in a new window)
  11. Florida Financial Advisors — March 2026 Brochure (opens in a new window)
  12. Built to Lead, Built to Scale — Bibliographic Record (opens in a new window)
  13. Built to Lead, Built to Scale — Book Launch (opens in a new window)
  14. Jason Mickool | He Got Fired From Every Job… Then Built a $130M Company (opens in a new window)
  15. Greatness Lab — Growth Bottlenecks Holding Advisors Back (opens in a new window)
  16. Jason Mickool — Speaker Profile (opens in a new window)
  17. Jason Mickool — Official Website (opens in a new window)
  18. Jason Mickool — Official YouTube Channel (opens in a new window)