Jason joined Baird as a Director in September 2022 with over 28 years of experience. His mission is to provide quality service and appropriate investment advice that is customized to your needs. To this end, Jason concentrates on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis. He provides customized investment services to a wide range of individuals and corporations. Committed to helping you achieve your wealth management planning goals; Jason will thoroughly explore your objectives and preferences, paying specific attention to risk tolerance, time horizon and investment goal. This information is used to develop a wealth management plan that is tailored to work toward your specific needs and goals.
A graduate of Arizona State University, Jason received a Bachelor of Science degree in Finance in 1994. Upon graduation he immediately went into the financial services industry. Jason is a fully licensed investment professional holding Series 7,8,31,63,65 registrations, in addition to Arizona Life, Variable Life Insurance and Long Term Care licenses.