Jason began his career with AFA, Inc. in 2002. His primary responsibilities include portfolio construction, asset management, and client account servicing.
After graduating from high school Jason enlisted in the Marine Corps and served our country for four years. After being honorably discharged, he attended the University of Wisconsin Madison where he received a Bachelor’s degree in History. In 2009 Jason received a Masters in Business Administration from the University of Wisconsin Milwaukee.
Jason is a member of the Financial Planning Association of Southern Wisconsin and subscribes to their Code of Ethics. He holds the following licenses: Series 65 Registered Investment Advisor and Wisconsin Insurance Life & Health. In 2008, he became a CERTIFIED FINANCIAL PLANNER™ practitioner.