As a Fortis Lux Financial Advisor, Jason is equipped to cover all areas of financial management, from investments and retirement planning to risk management and estate conservation strategies. He specializes in helping my clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet short, intermediate, and long-term goals.
Jason holds the Life Underwriter Training Council Fellow (LUTCF) and Retirement Income Certified Professional (RICP) designations through The American College, as well as the Chartered Retirement Planning Counselor (CRPC) designation through The College for Financial Planning. He also maintains the Series 7, 63, 65, and 24 FINRA securities registrations, as well as life and health insurance licenses.
Jason has been in the financial services industry for over a decade and truly has a passion for what he specializes in. When he is not dealing with the complexities of his business, Jason enjoys watching and participating in a variety of sports and sporting activities, music of all kinds, and spending time outside of the city with friends and family in upstate central New York.