Following Jason's graduation from Michigan State University with a BA in Economics, Jason received his Series 7 securities license and started working with Equitable as a financial Representative.
Jason is currently attending Oakland University in pursuit of his M.B.A. He is currently focused on the sales, service and administration of Qualified Retirement Plans, participant education in 401k plans, Investment Management services for credit union general accounts, and Individual Financial planning.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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