Jason joined Brokers’ Service Marketing Group in 2000 and in his current role as CEO, oversees all sales & marketing related activities at BSMG.
Prior to joining BSMG, Jason was employed by MFS Investment Management. He is currently a member of the Financial Planning Association of Rhode Island, the Rhode Island Estate Planning Council, and sits on the boards of NAILBA & BRAMCO. Jason also served on the membership committee of the Boston Estate Planning Council and is Past President of the Rhode Island Society of Financial Service Professionals. A graduate of Davidson College with a Bachelor of Science degree in Economics, Jason has also earned his CFP® designation, is a licensed insurance agent, and is FINRA registered series 6 and 63.