Director of Advisory
As Bogart Wealth’s Director of Advisory Jason leads the firm’s team of Financial Advisors and oversees the Advisory department. He brings over 20 years of industry experience to Bogart Wealth. In addition to Jason’s management experience he has extensive experience building, maintaining, and implementing financial plans for clients.
Jason is a graduate of William & Mary in Williamsburg, VA with a Bachelor of Arts in Economics. He is a registered representative and is a CERTIFIED FINANCIAL PLANNER (CFP®).
Jason lives in Northern Virginia with his wife, dog, and two teenage daughters. He enjoys running, hiking, and kayaking on the Shenandoah River. Jason is also actively involved in the conservation and monitoring of Eastern Bluebirds in Virginia.
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