Jason is a wealth advisor who values honesty and integrity. These principles guide him with his clients and also in his role as a member of our leadership team. Jason understands the dynamics of high-level corporate environments and is able to advise and create a path for individuals with complex financial situations. He works best with executives, business owners and high net worth clients who are in need of holistic financial planning.
Jason began his career in the financial services industry at Commonwealth Financial Network®, where he was the bicoastal director of retirements. While at Commonwealth, Jason had the opportunity to build relationships with many financial advisors, which led to his desire to become one. He recognized a need within the industry for advisors who specialized in managing the wealth of individuals that have excelled in their careers. Jason knew he could provide valuable insight and joined Financial Foundations to pursue his goals.
Jason earned a BS from the University of Massachusetts-Amherst, where he majored in managerial economics. In accordance with FINRA regulations, Jason has obtained and maintained his Series 7, 24, 53, 55, and 66 securities registrations, and producer life, accident, and health insurance licenses, and the College for Financial Planning Chartered Retirement Plans SpecialistSM (CRPS®) professional certifications. He capped off his education when he obtained the CERTIFIED FINANCIAL PLANNER™ certification. He had previously obtained the Certified in Long-Term Care (CLTC) and the American Society of Pension Professionals and Actuaries Qualified 401(k) Administrator (QKA) designations.
Jason and his beautiful wife, Kerri, have three active boys. Away from the office, he can be found on the sidelines coaching his sons, working on automobiles, or enjoying the great outdoors.
Recent honors: Jason is proud to have been recognized as a Summit Club Level advisor for 2015, 2016, and 2017—a distinction attained by just 17 percent of advisors affiliated with Commonwealth Financial Network*.
*Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Jason can be reached at [email protected] or 508.620.1000 x201.
What is exciting you the most about Financial Foundations' future?
The synergy that has been created from strategic hires, the level of service we can now provide our clients, and the relationships we have built with our clients.
If you were not at Financial Foundations, what do you think you would be doing?
Living in a cabin in the woods leading outdoor adventure tours.
What is your motto/words you live by?
Life is not a journey to the grave with the intention of arriving safely in one well-preserved piece, but to skid across the line broadside thoroughly used up, leaking oil, shouting Geronimo!
What is your favorite place you have traveled?
I don’t really have a favorite. I enjoy the variety of going to different places and enjoy different experiences.
What is a fun fact about yourself?
I enjoy woodworking.