Jason has been in financial services for almost two decades focusing on helping individuals prepare for retirement. He views retirement as a puzzle and he’s passionate about educating and communicating with his clients, so their puzzle pieces fit together for a comfortable retirement.

As a Fiduciary and independent insurance agent, he has access to a variety of strategies to protect assets and provide predictable income during retirement. JD Financial & Insurance Advisors operates outside of the box, offering products and ideas without market risk. To serve his clients to the best of his ability, Jason is a member of the National Association of Insurance and Financial Advisors. He is also a Registered Financial Consultant and a certified National Social Security Advisor.

Jason’s office is physically located in Philadelphia, but he works with clients throughout the United States. Whether local or virtual, retirement plans are built together with his clients, so they can see first-hand how various strategies may work to solve their specific puzzle.

Jason was born an hour outside of Philadelphia but has called Philly his home for the past 18 years. He loves spending time with my wife, Jess, and daughter, Avery. Jess is an avid reader and accomplished nurse while Avery is full of energy spending as much time as possible with friends and family. Jason plays competitive baseball and enjoys DIY projects around the house. His family enjoys traveling, outdoor activities, food, and being social together.