To humbly serve and educate clients on managing
assets through periods of financial crisis along with
designing a plan to secure financial freedom.
Qualifications & Associations
Bachelor’s of Science, Texas A&M University
Masters in Education, Concordia University
Certified Retirement Benefits Specialist in Tax Shelter Plans
Series 7, 63
Jason is a Pension Specialist who cares about each individual’s unique situation. He is
devoted to educating and meeting people where they are to ensure that each individual
understands strategies to secure financial freedom through holistic planning. He specializes
in Retirement Planning, addressing needs regarding Life Insurance, College Savings Plans,
and Long-Term Care. Jason believes the ultimate objective to obtaining goals is by first
addressing immediate needs, while collectively including assets designed to build wealth
that can be used for intermediate and long term financial needs. Jason competed at a high
level in sports and saw the value of having a team when fighting for a common goal, which
is why he partners with other advisors to fortify in clients financial success. Jason is
married to his middle school sweetheart and actively mentors in his community. He enjoys
cycling, reading, and spending time with wife and children.
Why work with Equitable Advisors?
At Equitable Advisors, we put our experiences to work to earn your trust. Our financial
stability. Our innovative solutions. Our abiding commitment to know you and guide you.
Our approach has stood the test of time by uncovering opportunities, understanding
changing markets and adapting to the evolving needs of everyday savers and dreamers.
Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through Equitable Network, LLC.
California License # 4068403
California Insurance License #: 4068403
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.