Jason Coules – Financial Planning Analyst

Jason joined Frisch Financial Group in 2024 as a Financial Planning Analyst. As part of our team, Jason works directly with clients to collect the data needed for their customized financial plans, ensuring that all of their information is complete and securely managed. 

He enjoys speaking with clients and assisting our financial planners. Jason earned his bachelor’s degree from Fordham University in 2022 and has been in the financial industry ever since. In his free time, he enjoys taking his golden retriever on walks, traveling, and playing sports. 

Jason loves to golf and attend NY Mets games