Jason specializes in multi-generational family wealth preservation and serves a select number of families. Jason and his team take a customized and comprehensive approach to total wealth management helping business owners, athletes, and retirees reach their goals.
Prior to joining Rockefeller in 2020, Jason spent over twelve years at UBS. Jason earned the Certified Exit Planning Advisor (CEPA) designation, in 2019, the most widely endorsed exit planning designation in the world, from EPI (Exit Planning Institute). He also holds the Certified Private Wealth Advisor (CPWA®) designation administered by Investments & Wealth Institute® (formerly IMCA) in conjunction with The University of Chicago Booth School of Business. *He is proud to be named a 2019, 2020 and 2023 Best in State (Arizona) Wealth Advisor by Forbes / SHOOK’s Research, a 2019 Forbes Top Next-Gen Best-In-State (Arizona) Wealth Advisor, and as a 2018 and 2019 Forbes America’s Top Next-Generation Wealth Advisor. Jason began his career at Morgan Stanley, where he was the #1 ranked Financial Advisor from 2004-2007 within his class and peer group.*
Jason was born in Connecticut and has now lived in Arizona for over 35 years. He graduated summa cum laude from the Barrett Honors College at Arizona State University. He lives in Paradise Valley with his wife and two daughters. Outside of the office, Jason is passionate about the ministries he serves on the state boards for, playing golf, and anything exercise/nutrition-related having competed in numerous ultramarathons.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2019, 2020, 2023 and last for a period of one year until new rankings are released. The Forbes “Best in State Next Gen Wealth Advisors” rankings discussed above were designated in 2019 and last for a period of one year until new rankings are released. The Forbes “Top Next Gen Wealth Advisors” rankings discussed above were designated in 2018 and 2019 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.