Jason’s journey to Broad Financial is anything but conventional. Starting his college career at Monmouth University, Jason played Division I tennis. He eventually transferred to The College of New Jersey to focus on academics. Still, he went on to earn the remarkable distinction of being a Top 50 Ranked Player in the World and served as a hitting partner at the US Open. From there, he spent time as a Municipal Bond Trader at a hedge fund and followed by managing risk on Morgan Stanley’s Municipal Bond Desk. A man of many hats, he’s even stepped in as an elementary school teacher. All these experiences have prepared him to become one of our leading Account Executives. Jason’s mission is to teach prospective investors the intricacies of self-directed accounts, the benefits they can bring to retirement portfolios, and how they can aid in potentially retiring richer.
Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645
Phone: (800) 395-5200
Mondays – Thursdays: 8:00 am – 5:00 pm EST
Fridays – 10:00 am – 4:00 pm EST