Jason joined Frisch Financial Group in 2006 as a Senior Investment Analyst and became a firm principal in 2010. Jason is a Certified Financial Planner who deeply values developing long-term relationships with clients and helping them achieve their financial and life goals. These relationships have helped shape the company’s vision of how to best serve clients with the financial planning services we offer. Jason also plays a significant role in customizing client portfolios and overall investment strategy, and believes it is very important that a client’s financial plan and investment portfolio reflect who they are and what they are trying to achieve.
In 2020, Long Island Business News honored Jason with the Executive Circle Award which celebrates “senior level executives who consistently demonstrate remarkable leadership skills, integrity, values, vision, commitment to excellence, company performance, community service and diversity.”
Jason graduated from the University of Delaware with a Bachelor of Arts in Economics. He began his career in the financial industry in 1997, garnering decades of experience working with equity and fixed income markets.
Jason found his passion for the stock market by the way of Disney at age 10. He bought his first two shares of stock because he was interested in the idea of owning a piece of Micky Mouse and Disney World. Jason lives on Long Island with his wife, two children, and shih tzu. He is an avid sports fan who also enjoys traveling, trying new restaurants, and exercising.