Jason Bimonte has over 27 years experience in the Financial Services Industry, working with firms such as Bank of New York, JPMorgan, Société Générale, and Guardian. In 2010, Jason decided to shift his focus from the institutional side of investment banking to pursue his passion for helping individuals and professionals make well-informed decisions when it comes to their financial well-being.
Jason resides in Old Bethpage with his wife, Michelle, and their three children, Michael, Jason and Julianna.
Jason is a recipient of a BA in Finance from Manhattanville College. He is a Certified Financial Planner™ professional, and holds his Series 7, 63, and 55 registrations, along with the Life, Health and Variable Annuity Insurance licenses.