Jason joined Litman Gregory in 2023. He has over 15 years of experience in the investment industry working on the institutional side and the wealth management side (private client). Prior to joining the firm, Jason worked for Wedgewood Partners in St. Louis, MO, a previously multi-billion dollar Institutional and Private Investment Advisor. His responsibilities included trading (many different trading platforms), reconciliation, trade settlement, reporting, and gathering performance information for marketing materials.

Achievements & Credentials

• Southern Illinois University of Edwardsville (B.S., Accounting)
• Series 65 License
• Previously Held Series 7 License & 63 License

Personal Obsessions

• Spending time with family
• Watching football and basketball
• Personal Finance