As a financial advisor and branch manager with over 20 years of industry experience, Jason strives to help clients and advisors reach their personal and financial goals with the highest level of confidence. He prides himself in being responsive to client needs in the most timely manner, and is consistently educating himself on the most current financial planning strategies to always bring the most value to his relationships.
As a financial advisor, Jason’s main focus is on portfolio construction and management, utilizing a core-satellite strategy to help clients manage risk and capitalize on market opportunities. He also provides advice on corporate retirement plans, ensuring that employers maintain a plan that meets their needs, as well as helping plan participants make decisions about investing for retirement. Jason’s favorite part of his job is helping people get on track with their financial plan, and working with them until they achieve all of their goals.
As a branch manager, Jason uses his motivation and vast industry experience to support the advisors and associates in the branch, ensuring they have the ability to collaborate efficiently and provide the highest level of service to their clients. Jason assists with helping advisors find whatever resources they need to manage their practices. He provides them training and supervision in financial planning and portfolio management, and gives guidance on succession planning and practice acquisition strategies for multigene rational advisor teams.
Continuing education and professional development are a priority to Jason. Prior to founding North Atlantic Investment Partners LLC and affiliating with Raymond James, Jason learned the intricacies of the financial industry while working at several exceptional firms, including Morgan Stanley, A.G. Edwards & Sons Inc, Smith Barney, Wells Fargo Advisors, and Ameriprise Financial. He has numerous professional designations, including the Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) credentials. He has earned a Master’s Degree in Financial Planning with a concentration on retirement income strategies, and has been awarded the Master Planner Advanced Studies (MPAS®) designation from the College for Financial Planning.
Jason resides in Sudbury, Massachusetts where he enjoys spending time with his wife, Jeanine, and their twins, Sophia and Grant. When he is not working, Jason enjoys golfing, fishing, traveling, hiking and exploring the outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.