LEARN MORE ABOUT JASON
With specialized knowledge in financial planning and portfolio management, Jason helps clients move forward with confidence toward their goals and aspirations. Through responsive service and thoughtful attention to detail, he helps clients navigate the ups and downs of life and the markets.
Having studied economics at the University of Massachusetts Amherst, Jason brings an in-depth understanding of macroeconomic events and can explain complex issues in a clear and succinct way. He was drawn to the financial services industry eight years ago by his desire to help people live the lives they envision.
Jason joined Raymond James in 2020 and appreciates the firm’s dedication to client-first service. Before that, he spent over seven years with Merrill Lynch and has also served clients at Santander Securities and Northwestern Mutual.
He serves his community as a volunteer for the Jimmy Fund Walk, raising money for cancer care and research at Dana-Farber Cancer Institute. He also assists the Vermont Adaptive Ski and Sports organization in helping disabled athletes and supports nature conservation efforts.
Originally from Waltham, Massachusetts, he lives in North Reading with his wife, Eryn. His hobbies include cooking, trying new restaurants, playing softball, working out, camping, and watching Boston sports and nature documentaries.
Raymond James is not affiliated with the above organizations and/or charitable causes.