As a Financial Services Executive at Barnum, I deliver guidance, knowledge, and solutions that enable my clients to live financially responsible and confident lives. Together, we work to create a process that prioritizes your lifestyle goals, encompassing family, personal future, and legacy desires. I strive to partner with you and build a trusted relationship where we can anticipate and solve financial problems early on so that I can make your future easier and more secure.
Underscoring everything I do is my deep commitment to providing quality service and support throughout our relationship. I help optimize your financial situation by highlighting opportunities, solving financial challenges, and managing risk. In addition, I serve as your advocate and help provide insight, information, and awareness so you can make informed financial decisions with confidence.
My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.
Jason has spent the past 27 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.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. AR Insurance Lic # 4689021. CA Insurance Lic# 0F55397.
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