FOUNDING PARTNER, WEALTH ADVISOR
Jason cares almost as much about his clients’ well-being as they do. This exceedingly high bar is why he became an advisor: he believes clients deserve someone they can trust implicitly to look out for them and navigate the complexities of life. Never one to settle for the status quo, Jason is constantly trying to build a better mousetrap so he can help people create lasting, joyful memories.
Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Investment Management Analyst (CIMA®), and Accredited Investment Fiduciary (AIF®). He also holds Series 7 through LPL Financial and Series 66 through Stratos Wealth Partners plus a life insurance license.
As a devoted family man and nature lover, Jason enjoys life in Holladay, Utah with his wife and three children. He believes money’s greatest value is the time it can buy, which is something he lives by every day.
Series 7 and 66CA Insurance Lic. # 0H43629, SD Insurance Lic. # 40472846
AL, AZ, CA, CO, CT, DE, FL, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NE, NH, NM, NY, NV, OR, PA, SC, TX, UT, VA, WA, WI, WY
– Weber State University– College for Financial Planning– CFP®, CIMA®, AIF®
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We design financial strategies for individuals and businesses focused on outcomes, we also support other advisors.
3165 E. Millrock Drive
Holladay, Utah 84121
(385) 401-5200 (office)
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