Jason is dedicated to providing the highest level of support to our clients and financial advisors. He has more than 20 years of experience in the financial services industry and holds Series 6, 7 and 63 securities licenses.
Before joining our team in August 2017, Jason was a senior registered client services associate at the Chicago complex of Raymond James. Earlier in his career, he was a senior registered client services associate at Ciccarelli Advisory Services, and a client consultant and sales associate at BMO Harris Financial Advisors. He attended DePaul University in Chicago.
Originally from Chicago, Jason lives in Naples with his wife, Natalie, and their sons, Justin and Jack. In his free time, he enjoys golfing and participating in his sons’ sports activities.