Jason has spent the past 32 years developing his financial services practice, focused on meeting the needs of each individual client. Prior to joining Barnum Financial Group, Jason worked as a wealth management advisor at Northwestern Mutual, providing financial and investment advice, retirement, and estate planning services. Jason also earned the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and the Certified Long-Term Care (CLTC) designations, whose recipients gain in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.
Jason began his career as a fund pricing analyst at the Bank of New York in their Unit Investment Trust division and at Bankers Trust in their pension funds area. He also served as a stockbroker at two boutique firms, Tasin & Company in Islandia, New York, and Donald & Company in New York, New York, trading stocks and options as well as managing assets for both retail and institutional clients.
Jason graduated from Duke University with a B.A. in Economics and Public Policy. He is a member of Chi Psi Fraternity. In his spare time, he enjoys traveling, art, music, sports and cooking with his children Ava and Maxwell. He resides in Livingston New Jersey.