Jason’s interest has always been on the research side of financial services. Jason started his career at State Street as a financial analyst in 2010. He then shifted to TwinFocus Capital Partners as a portfolio analyst, earning his CFA designation in 2014. In 2015, he began working at RINET as a senior research analyst and was promoted to director of research, where he stayed until early 2022. Jason made the move to Boston Wealth in March of 2022, drawn to the opportunity to make a large impact at a small firm.Being the eldest child of parents who were both commissioned officers in the military, Jason learned discipline, structure, and love of country at a young age. Born in Germany, his family relocated and settled in Colorado, where Jason spent his teenage years until leaving for college. He graduated summa cum laude from Syracuse University in 2005 with a BS in finance.After graduating, Jason entered active duty in the Army. He trained in the U.S. and served overseas in Baghdad, Iraq, where he received the bronze star for leadership in combat. He separated from the military and made the move to Massachusetts to begin his life with Robin. Jason and Robin reside in Byfield with their four wonderful children and family mascot, Roosevelt the golden retriever. In his free time, Jason enjoys teaching and guiding his children on hobbies that he and his wife enjoy, like skiing. He is also an avid runner and really enjoys surfing.Jason has been published in City Wire magazine regarding portfolio construction, had several white papers published on the RINET website, wrote or co-wrote the quarterly market outlooks for RINET’s client base, and has been a guest speaker on many different forums to financial professionals regarding market outlooks.Jason is a member of the CFA and BSAS Societies. He has also served as the treasurer of the Boston chapter of the Syracuse club and on the development committee of Veterans Legal Services. He holds the FINRA Series 7, 63, 65, and SIE licenses.The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org, https://www.SIPC.org, a Registered Investment Adviser. Boston Wealth Strategies, 250 First Ave Suite 102, Needham, MA 02494, 781-449-7000.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html