Jason is a Senior 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 the Certified Financial Planner designation (CFP) and multiple securities licenses.  Jason is committed to helping clients achieve their financial goals through personalized, comprehensive financial planning and investment management.

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