G&R Family Wealth Management

Professional guidancepersonally applied

Jason E. GoldbergJason E. Goldberg, CFP®

Vice President, Investments
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As a Certified Financial Planner™ practitioner with more than 16 years of industry experience, Jason customizes sophisticated investment strategies for high-net-worth families, corporate executives and small-business owners. His areas of expertise include customized asset strategies, retirement planning and multigenerational asset transition.

Jason uses asset allocation strategies to create well-balanced investment portfolios that are diversified across different asset classes and designed to help mitigate market losses.

He is highly adept at seeing the big picture of each client’s financial life – linking where they are today with the financial objectives they want to achieve for the future. Jason cohesively ties together all aspects of each client’s financial life, collaborating with their accountants and attorneys, when appropriate.

By being certified by the CFP Board, Jason utilizes the six-step investment planning process set forth by the Certified Financial Planner Board of Standards, Inc. In addition, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Before joining Raymond James in 2013, Jason worked as a financial advisor at A.G. Edwards, which merged with Wachovia Securities and eventually became Wells Fargo Advisors. He holds several securities licenses and earned a bachelor’s degree from John Carroll University in University Heights, Ohio.

Jason lives in Fairfield Township with his wife, Julie, and their three children. Active in his community, he is a member of the Liberty-West Chester Rotary Club, the Hamilton Community Foundation Advisory Board, the Cincinnati Estate Planning Council, the Stephen T. Badin Endowment Board and the Stephen T. Badin Development Board.

Asset allocation does not guarantee a profit nor protect against loss.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.