Jason is our Client Relations Manager. Jason is a Certified Financial Planner™ and has a Master of Accountancy in Taxation. He is a Series 7 General Securities Representative, Series 6 Investment Company Products/Variable Contracts Representative, and a Series 63 Uniform Securities Agent. Jason is a Registered Representative of HD Vest Investment ServicesSM, Inc., our firm’s broker/dealer.
Jason joined our team as a summer intern at the age of fifteen. He is now a full time employee and is in his twelfth year with the firm. Jason went to Brick Memorial High School, where he excelled in the classroom and on the baseball diamond. At the same time, Jason was accepted into the NJ Stars Program, which selected the top academic students in his class to attend junior college and also a state college for free. Jason attended Stockton College, where he graduated with a Bachelor’s Degree in Accounting. While attending Stockton, Jason was a winner of the New Jersey Society of CPAs Scholarship Fund for the Atlantic/Cape May Chapter. He also continued playing baseball and was the starting second baseman on the college’s team. After graduating from Stockton, Jason went on to complete his Master of Accountancy in Taxation degree from Rutgers Newark University.
He is currently pursuing the Certified Public Accounting (CPA) license.
Jason is hard working and dedicated to helping our clients pursue their wealth management goals.