Driven to help multigenerational families solve financial puzzles, Jason has been analyzing market trends since his career began in 1999. His extensive research allows him to navigate a broad range of market environments and help clients build a portfolio that makes sense for their future - allowing them to spend more time enjoying life. Which for him, includes reading anything, especially financial research reports, spending time with his wife and four daughters, golfing and keeping up with Kentucky basketball.
CA Insurance License 0F88000, Resident State FL
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Disclosure: The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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