Jason is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner™ (CFP®), and has a Master of Accountancy in Taxation. He is a Series 7 General Securities Representative, Series 6 Investment Company Products/Variable Contracts Representative, and a Series 63 Uniform Securities Agent. Jason is a Registered Representative of Avantax Investment Services SM, Inc., our firm’s broker/dealer. He is also a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jason joined our team as a summer intern at the age of fifteen. He became a full-time member of our staff in 2011 and is now in his sixteenth year with the firm. Jason went to Brick Memorial High School, where he excelled in the classroom and on the baseball diamond. At the same time, Jason was accepted into the NJ Stars Program, which selected the top academic students in his class to attend junior college and also a state college for free. Jason attended Stockton University, where he graduated with a Bachelor’s Degree in Accounting. While attending Stockton, Jason was a winner of the New Jersey Society of CPAs Scholarship Fund for the Atlantic/Cape May Chapter. He also continued playing baseball and was the starting second baseman on the college’s team. After graduating from Stockton, Jason went on to complete his Master of Accountancy in Taxation degree from Rutgers Newark University.
When not working, Jason spends his time with his wife Mary Kate and two-year old son Nolan. He also enjoys rooting for his two favorite teams: The New York Yankees and New York Giants.