Jason is based in South Florida with a Finance degree from the University of Central Florida. He began advising at Morgan Stanley in 2017, learning key investment management and financial planning concepts for high-net-worth clients. Right before the market bottomed from the covid pandemic in 2020, Jason was hired to help business owners for the SBA working on the EIDL program.
Jason joined AMC Wealth at the end of 2021. He uses the tools and resources of Charles Schwab to provide as much value as he can to his clients. He also likes working on music theory and production projects and attending family/friend celebrations.
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