Perhaps you have heard Jason’s voice while listening to a Miami Heat or Miami Hurricanes game. After his initial career as a sports broadcaster, Jason chose a different career path out of a desire to guide investors, address risk, and empower individuals to build a solid financial future. He began his investment career in 2004, joined FDR in 2008, and services clients by developing diversified portfolios, designing life, health and long-term care insurance plans as well as implementing wealth management strategies.
Jason graduated Cum Laude from The University of Miami and earned his Bachelor of Science with degrees in Broadcast Journalism and Political Science. Jason earned the CFP® designation and is a recognized speaker in the community.
In his spare time he enjoys spending time with his family and serving in several business and philanthropic organizations including the Greater Boca Raton Estate Planning Council, PartnersFinancial Prestige Study Group, Congregation B’Nai Israel, Jewish Federation of South Palm Beach County, the Jewish Community Center of South Palm Beach County and JAFCO.
Additional Credentials
- 2-15 Life Health and Variable Annuities License
- Series 7 General Securities Representative (GS) License
- Series 66 NASAA-Uniform Combined State Law (AG and RA) License held with LPL Financial