Jason is a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™, and an ACCREDITED ASSET MANAGEMENT SPECIALIST™ and has more than 20 years of experience in the financial services industry. He is dedicated to helping professionals, medical practitioners, and the families he serves pursue their most important financial priorities.

He began his financial services career in 2001 working alongside his father. Ten years later, in 2011, he obtained the prestigious CFP® certification. Prior to joining Raymond James, Jason’s 20-plus years in the financial services industry were spent at firms including OneAmerica and, most recently, Merrill Lynch.

Jason holds Series 6, 7, 63 and 65 securities registrations in the states of Georgia, Indiana, Ohio, North Carolina, Pennsylvania, South Carolina, and the District of Columbia.  He also possesses insurance licenses including life, health, annuity, disability, and long-term healthcare. He earned a Bachelor’s Degree in Business Administration from Indiana Wesleyan University’s DeVoe School of Business.

Jason is the founding member and serves as the President of the Columbus Chapter of the Indiana Wesleyan University Alumni Association and volunteers on the Corporate Engagement Committee of the Alzheimer’s Association of Central Ohio.

When not helping his clients, Jason enjoys spending time with his wife, son, two daughters, 6 dogs (3 Bernese Mountain dogs, and 3 Standard Poodles), and 2 cats. He met his wife through their shared love of music during their college years.

Interestingly, Jason and his family recently renovated an Amish farmhouse and moved to the country in the spring of 2021 (after bringing in electricity and running water!). In his spare time, you can find him working on the farm and usually listening to a wide array of music in the rock genre while doing so.