Jason is a seasoned Financial Industry professional leveraging his many years of experience and knowledge to create results-oriented, customized plans that fit the needs of his clients.
Jason has been providing strategies for his clients at Freedom First Wealth Management since 2014. Prior to joining Freedom First Wealth Management, Jason was an Investment Advisor & Insurance Agent with John Hancock and Benefits Group for 4 years, and then went onto the Banking side of the financial industry, being a Banking Center Manager for Bank of America for 11 years. Jason takes pride in providing plans and results that allows his clients to pursue their financial goals. Jason’s biggest strength is building long term powerful relationships with his clients, which keeps them coming back for years, as well as refer others to him.
Jason was born in Cheverly, MD and is a graduate of Virginia Military Institute (VMI), (bachelor’s degree Economics) Lexington, VA, and Capella University (Master’s degree Project Mgmt.) Minneapolis, MN. Jason was big into sports (All American football player in High School) prior to major injury causing him to step away from the game. He currently helps clients in VA & MD.
Jason’s qualifications include:
- VA Life & Health License, MD non-resident Life & Health License
- VA and MD Securities registration held through LPL Financial
- VA investment advisor representative registration held through Level Four Advisory Services
Freedom First Wealth Management is a separate entity from LPL Financial.