CEO / President, Financial Advisor
Jason is the founder and President of Client Focused Advisors. As a Financial Advisor, he specializes in working with many local business owners in New York and Boca Raton, FL. Additionally, he is the host of the nationally syndicated podcast, The Boca Raton Shrimp Tank, in collaboration with the FAU Adams Center for Entrepreneurship. Jason is well known for interviewing some of the brightest and best CEO’s and Entrepreneurs around South Florida.
Jason has been featured in multiple publications, including the Wall Street Journal (twice), Forbes, TimeTrade (twice), VoyageMIA, and Investopedia, highlighting his forward-thinking approach that incorporates technology within the advisory space.
Client Focused Advisors was named as a finalist three years in a row (2015, 2016, 2017) at its past broker dealer, Signator Investors, Inc.’s “Practice of the Year” competition*, sponsored by Fidelity Clearing & Custody Solutions, for the firm’s excellence in key areas of practice management, client service, and overall practice performance.
Jason graduated with a Bachelor’s Degree in Finance from the University of Delaware. He has obtained the Financial Services Specialist designation from the American College. He was raised in Port Washington, NY and he enjoys boating, sports, poker and the outdoors. Jason currently resides in Parkland, FL with his wife and two children.
*The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production is not a criteria for winner selection. The competition was open to all advisors and of 55 applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.