Jason has been a financial advisor for 13 years and holds Series 6, 7, and 63 securities registrations held with Securities America and 65 securities registrations held with Private Advisor Group. He also maintains his life, accident, and health licenses. He serves small business owners, healthcare workers, socially responsible investors, as well as the higher education markets. He holds a B.S. from Roberts Wesleyan College (’07) and is a CFP® (Certified Financial Planner).
Practice Areas
- Professional Conduct and Regulation (Ethics)
- General Principles of Financial Planning
- Education Planning
- Risk Management & Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Savings & Income Planning
- Estate Planning