Jason is a seasoned financial professional with seven years of financial service experience. Jason worked at Fidelity Investments and, more recently, Empower Retirement helping clients properly prepare for retirement. He is a graduate of Southern New Hampshire University where he earned his Bachelor and Master of Business Administration degrees.
As our Senior Client Service Associate, Jason is responsible for the firm’s Client Service Standards by establishing and strengthening individual client relationships. He handles all client service requests and is also responsible for many back-office requirements of the firm.
Jason lives in Portsmouth, NH with his five-year-old Wheaten Terrier, Ripley. He is a former Member of the Southern NH University Men’s Soccer team and enjoys traveling, photography, hockey, golf, hiking, skiing, and boating on Lake Winnisquam.
- Bachelor of Science – Business Administration, Southern NH University
- Master of Business Administration – Southern NH University
State Securities Law Exam:
- Series 66 – Uniform Combined State Law Examination, Aug 26, 2014
- Series 63 – Uniform Securities Agent State Law Examination, Aug 24, 2012