Jason is the founder and managing partner of Symboliq Wealth Management, a multi- generational team of investment professionals within broker dealer, Osaic Wealth Inc. He and his team provide financial planning and comprehensive wealth management advice to corporate executives, entrepreneurs, professional athletes, celebrities, and other high-net-worth individuals and their families.

At Symboliq, Jason is responsible for establishing the firm strategy and oversees the overall direction of the firm. He is also the firm’s director of investments. That includes construction of tailored implementation plans for clients’ portfolios and encompasses specific asset allocation requirements when necessary. In this role, he supervises ongoing portfolio risk, concentrated holdings in company stock for business owners, real estate, and deferred compensation plans.

Jason’s professional licenses include the Series 7, Series 66, and the Florida State (2-15) Insurance License for Life, Health, and Long-Term Care.

Jason currently serves as the Vice President of the Board in Pelican Landing. He also serves on numerous charitable advisory boards, both nationally and locally. With a focus on kids and kid related causes, he has made it a priority over several decades to work alongside reputable non-profit organizations such as the NCMEC ™ (National Center for Missing & Exploited Children) and Christy’s Cause in Florida. Both organizations are focused on finding missing children, as well as eradicating human trafficking and the sexual exploitation of minors.

He and his Brazilian wife Maira, live in Bonita Springs, Florida, with their two children Savio and Mitchell. Outside of the office, Jason is avid golfer, he coaches his two boys’ hockey teams, and he and his wife travel extensively as a family. When they are not in the states or in Europe, they can be found vacationing together with extended family in South America.