Jason is an Investment Advisor at Maridea Wealth Management with over 25 years of experience in financial planning, investment advisory, and wealth management. He has held key roles at VitalStone Financial, Curian Capital, Sun Life Financial, and HD Vest, focusing on retirement planning, asset management, and life insurance. Jason works closely with clients to develop tailored financial strategies for long-term financial security.

As an investment advisor, Jason holds multiple securities licenses, including the CFP, Series 7, Series 63, and Series 6. He earned a Bachelor of Arts in Business from Ft. Lewis College. Jason is committed to helping clients achieve their financial goals through personalized, comprehensive planning.

Jason resides in San Antonio with his wife, Julie, and their daughters, Lily and Rose.