Financial Advisor and Retirement Benefits Consultant at Merrill Lynch
As a Financial Advisor and Retirement Benefits Consultant for Merrill Lynch, Jason works with business owners and corporations to create customized strategies tailored to fit their goals. He helps companies with a variety of retirement plans, including: 401(k), 403(b), Deferred Compensation, Cash Balance, Profit Sharing and Defined Benefit plans. Jason holds the FINRA Series 7 & 66 registrations and has earned the Certified Investment Management Analyst® (CIMA®) designation, and the Certified 401(k) Professional (C(k)P®), designation from the Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education.
Jason earned his bachelor’s degree in finance from the Kelley School of Business at Indiana University. He volunteers through the Kelley School of Business at Indiana University’s Compass Mentor and Alumni Leader programs, where he provides guidance to college students on their professional development, and promotes involvement in the Chicago market. Additionally, Jason serves as mentor for Year Up.
Jason lives in Chicago’s Lincoln Park neighborhood, originally from the Philadelphia area. His hobbies include: ice hockey, golf, and travel.Read More