Jason’s extensive experience in the industry has allowed him to fine tune his client centric advisory approach over the years. This process-based philosophy is carefully crafted to focus on his client’s specific challenges, goals, needs, and wants before creating a personalized and sophisticated RoadMap to a work optional lifestyle and financial freedom. Leveraging CFS’ proprietary advanced financial planning and wealth management tools enables him to curate tailored strategic plans for a diversified client base that includes families, professionals, business owners and high net worth individuals. This allows his clients to rest assured that, as a trusted partner, Jay is aligned with their ever-changing life goals and thus monitoring their assets and progress in a true fiduciary manner.
Jason is the newest partner to the CFS team but brings 24 years of seasoned experience in the financial services industry. Most recently, Jason was a Senior Financial Consultant at Charles Schwab in Novi, MI where he ran a practice responsible for over $1B in client assets, of which over $600M was actively managed via a number of different strategies and solutions. Jason is passionate about providing customized “goals based planning” and tailored asset management allowing clients to make well informed and optimal decisions. Through this “planning first approach”, he provides solutions in various areas including, but not limited to, retirement, estate, asset management, tax planning and insurance to effectively manage risk.
Jason is an honors graduate of Arizona State University (BS Management/Real Estate), received his MBA in Management from Wayne State University and is an accredited CFP® practitioner (certified through Florida State University). He has been licensed in the securities industry for over 24 years and currently holds his Series 7, 63, 65 and 66 registrations with CoreCap Advisors, LLC, a registered investment advisor and CoreCap Investments, LLC, a registered broker dealer along with his Life, Accident and Health insurance licenses. Jason is a native of Novi, Michigan and currently lives with his wife and 4 kids in South Lyon. In his free time he enjoys listening to all genres of music, golfing, exercising, coaching basketball and hanging out with his family and friends.