Investment Advisor Reporesentative
Jason joined Cape Cod Wealth Strategies as a Registered Representative in December 2017 after spending the previous 8 years with a large national agency. Jason holds licenses in both securities and insurance. His approach has always valued process over products, so he is motivated and passionate about switching to an Independent firm. Jason lives in Plymouth, MA, with his wife Meagan and daughter Eleanor. Jason also serves as a volunteer coach for various local youth and high school wrestling programs. In his free time, Jason enjoys fishing and playing racquetball.