In an ever increasingly dynamic and morphing backdrop, Jason works for his clients to minimize risk and engender stability to their financial planning needs. Jason keeps his clients’s interests and visions first and foremost in his sights, operating as a fiduciary. Jason assists his clients in articulating their ideas and translating them into a plan, identifying solutions in an easily comprehensible way.
Jason has developed a niche practice, with many of his clients being medical professionals: dentists and physicians. Numerous members of Jason’s family – including his wife (physician) and Father (dentist) – along with close friends, fall into these categories. That said, Jason has great insight and understanding of their particular needs and facets they deal with.
Jason is a native to Florida, having been born in Gainesville. Jason attended the University of Florida, for his undergraduate studies. Jason followed this up with graduate studies at McGill University, in Montreal, and completed law school, at Florida Coastal School of Law. Jason passed the 2009 February administration of the Florida Bar Examination. In the financial services sphere, Jason has acquired the Series 6, 63, and 65 FINRA securities licenses.
Along with his wife, Nadia, they live in New Tampa, with their three children: Moses, Ayyub, and Maryam.