Financial Adviser, Management Team
Jason is a third generation of PRIME wealth advisers, and joined the firm in 2002. As a partner in the firm my expertise includes tax mitigation, financial/goal planning, as well as a full range of financial concierge services for physicians. He is a graduate of the Pennsylvania State University. Jason is a passionate sports fan who is always cheering on Penn State and the New York Mets. Most weekends you can find him coaching baseball, or cheering on his kids at their various sporting events.
Jason is Series 7, 63, 66 licensed.
*Securities and investment advisory services are provided by these HTK Investment Adviser Representatives.