You may recognize Jason’s voice from his earlier career as a sports broadcaster covering Miami Heat and Miami Hurricanes games. Driven by a desire to guide investors, manage risk, and help individuals build a secure financial future, Jason transitioned into the financial services industry in 2004. He joined FDR Group in 2008 and now works closely with clients to develop diversified investment portfolios, design life, health, and long-term care insurance plans, and implement comprehensive wealth management strategies.
Jason graduated Cum Laude from the University of Miami with a Bachelor of Science in Broadcast Journalism and Political Science. He is a Certified Financial Planner™ (CFP®) professional and a recognized speaker within the community.
In his free time, Jason enjoys being with his family and actively participates in a variety of business and philanthropic organizations. His affiliations include 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