Jason and his team joined RBC Wealth Management in 2019, and he serves as the Lead Financial Advisor and Managing Director of JL Wealth Management. Jason fosters lasting client relationships by delivering tailored, multi-generational wealth solutions that extend beyond asset management including risk mitigation, customized lending strategies, and access to alternative investments. By leveraging RBC’s global resources, Jason strives to bring lasting value as a confidant and trusted advisor, guiding you, your family, and your legacy with care and expertise.
He has earned recognition as a Chairman’s Council awardee (2021) and Premier Council Member (2023, 2024), and holds RBC’s Accredited Wealth Manager (AWM) designation. Since 2019, he has also been certified as a Senior Portfolio Manager.
Jason began his advisory career at Bear Stearns in 2002, later serving as a Senior Vice President at both JP Morgan and Morgan Stanley before joining RBC. He holds a B.S. in Finance from Syracuse University and an MBA from Fordham University, with a concentration in Investment Management and Financial Planning.
A lifelong New Yorker, Jason enjoys cheering on the Knicks with friends and family, playing golf, and working out.
