Jason is the President and founder of Legacy Wealth Management, LLC. As an Investment Advisor Representative, Jason wanted to create a unique, one-of-a-kind client experience – one that would bridge the gap of communication between wealth managers, tax advisors, and estate/business succession planners. Jason focuses on all areas of personal/business wealth management and specializes in estate planning and business succession strategies. As an owner of multiple companies, Jason uses his substantial business knowledge to help Legacy Wealth Management clients navigate the ever-changing landscape of both personal and business finance.
Jason received his bachelor’s and master’s degrees from NSU and has completed the designation of Board Certified Estate and Trust Specialist.