Specialties
About Me
Jason knows what it's like to sit on the other side of the table.
After four years building and running his own investment and trading business, he joined Equitable Advisors and Surgeons Capital Management with a clear mission: to help doctors and business owners tackle the same financial challenges he once faced himself. Jason works closely with clients on 401(k) and defined benefit plans, estate planning, and business exit and succession strategies — all with an eye toward smart tax planning that grows wealth well before the eventual transition. He holds the CHFC, CEPA, CPFA, and NQPC designations and lives in Toledo, OH with his wife and three children.
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Interests & Hobbies
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Always free for clients.
Credentials
NQPC, CEPA, CPFA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
CA License #4293655 [ CEPA- Certified Exit Planning Advisor, NQPC- Non Qualified Plan Consultant] Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY); Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC; and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). The obligations of Equitable Financial and Equitable America are backed solely by their claims-paying abilities. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.