Background & Experience
FINRA Series 7 & Series 66 — Registered Representative & Investment Advisor Representative
Life insurance & annuities — Licensed to provide protection strategies
Saint Bonaventure — College of Financial Planning designations
Jason’s role at Advize Planning Partners is to organize and lead the affiliated advisor group. He guides and directs the vision of the community. He will drive the growth of the organization through community connections.
Jason is the owner of Symboliq Wealth Management. He has spent over 15 years helping corporate executives, entrepreneurs, professional athletes, celebrities, and other high net worth individuals and their families invest their hard-earned money. He began his career with Edward Jones in 2009. Five years later, he moved to Janey Montgomery Scott to join a larger team.
In 2019, he opened Symboliq Wealth Management to take off the corporate shackles and grow an independent wealth management firm. Jason holds the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.
An Upstate New York native, Jason graduated from Saint Bonaventure University where he played golf. After earning his degree, he worked for a short time as an actor before embarking on a career in telecommunications.
Away from the Office
In his free time, Jason enjoys life with his wife and two young sons in Estero, FL. He is actively involved with NCMEC (National Center for Missing & Exploited Children) and Christy’s Cause which are organizations focused on finding missing children, eradicating human trafficking, and the sexual exploitation of minors. He is an avid golfer and enjoys supporting his son’s passion for hockey. The family travels extensively both domestically and internationally.
