Experience Makes all the difference

Jason is financial advisor with years of experience in the investment industry.  His focus is on comprehensive wealth management for high net worth individuals and financial planning for families.  He earned his BA in economics from The University of Maryland and his MBA in finance from the University of Baltimore.  In his spare time Jason volunteers with the Sports Boosters of Maryland as a board member.  Jason earned his Series 7 and 66 licenses and joined UBS in 2012.

Education

  • University of Baltimore-MBA Finance
  • University of Maryland College Park- Economics

Licenses

  • Series 66
  • Life and Health
  • Series 7

Registered States:

CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WV