Qualifications 

Jason has been helping facilitate the achievement of his clients' goals for the last 30 years. He joined Gibraltar Securities, now known as RBC Wealth Management, in 1994 as a financial consultant. His proven track record has enabled him to formulate relationships with legal and tax counsels, locally and nationwide, with the goal of providing his clients with the highest level of service. He is passionate of the relationships and history he has built with his clients and the ability he's had to impact their lives, their children, grandchildren and their dreams.

Jason has passed the Series 6, 7, and 65 exams and is a graduate of the University of Colorado, where he earned a Bachelor's Degree in political science and economics. He is a member of RBC Wealth Management’s elite Chairman’s Council and Presidents Council for consecutive years. Jason is also a Senior Portfolio Manager – Portfolio Focus, which enables him to use advanced investment strategies as well as supplementary RBC Wealth Management resources to further tailor each of his clients’ portfolios to their individual objectives.

Personal

Jason resides in New Jersey with his lovely wife, Bari, son Max, and daughter Samantha. He is an active member of the United Jewish Appeals Organization. In his leisure time, he enjoys skiing, tennis, and traveling with his family.