Focus

In his practice Jason strives to build lifelong relationships with his clients and their families. Jason and his team provide comprehensive Wealth Management planning and strategies uniquely tailored to client’s specific goals.


Background and experience

For over 15 years Jason has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, including the 2008 Financial Crisis, Jason has dedicated his career to delivering the personalized investment planning services to his clients.

Prior to Wells Fargo Advisors in 2011 – Jason worked as a financial advisor with Morgan Stanley and JP Morgan and studied Finance and Entrepreneurship at the University of Miami.

Recognition

In 2023 & 2024 Jason was recognized by Advisor Hub by being named to the Advisors to Watch List*.  In 2024 Jason was recognized by Forbes as a Top Next-Gen Wealth Advisor Best-in-State**.

* 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub). 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub).

** 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).

https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Away from the office

Jason spends his free time enjoying being a father of his 6 year old son Aiden. Jason is very active in fitness training, enjoys traveling and is an expert skier and is always seeking new mountains and their toughest terrain.

By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional investors since 1991.

For more than three decades I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
I began my career as a Financial Advisor with Dean Witter Reynolds in Ft. Lauderdale, where I developed my fundamental investment knowledge. I joined First Union Securities, a predecessor firm of Wells Fargo Advisors in 1999 to take a team approach in providing personalized financial advice for individuals and families. In 2007, I earned the CRC® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

I take pride in working for a Firm that puts clients first. I strive to help each one of my clients plan for a financial future by building, managing, preserving and transferring wealth through a disciplined, structured process designed to keep the client focused on their goals. Whether planning for retirement, saving for your children's education or looking to preserve your wealth, I can help.
Away from the office I spend my free time with my wife and daughter. Previously I was a founding director of the Greater Dania Chamber of commerce. I am an avid SCUBA diver and PADI® certified dive master, enjoying diving a wreck, spearfishing or hunting lobster. I am an instrument rated private pilot and enjoy traveling to air shows.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

Marcela joined Wells Fargo Advisors in October 2017, to assist the firm’s high net worth clients.  She holds a Bachelor’s degree in Architecture and a Master’s degree in Urban Design from the University of Miami.  Marcela joined the financial services industry in 2013; she holds the FINRA Series 7 and 63 securities registrations, and state of Florida license for life, health and annuities.

Marcela is also very involved in the South Florida community.  Since 2008, she has been a dedicated supporter of the Junior League of Miami, an organization of women committed to promoting voluntarism, developing the potential of women and improving communities through the effective action and leadership of trained volunteers.

In her free time, Marcela enjoys spending time with her mom Elba, and her daughter Maya, tending to her pets and garden.  She also enjoys painting, yoga, reading and volunteering with her daughter on environmental and community projects.

 After relocating from New Jersey in 1986, I started in the industry as a switchboard operator for Shearson Lehman/American Express in Miami Beach.  I was promoted to a Client Associate and remained with Shearson Lehman until the Spring of 1990 when I joined Prudential Securities and became part of a team of Financial Advisors.  In 1993 I moved with the team to Paine Webber where I remained until 2006, moving to Smith Barney, and my knowledge of the industry continued to grow.  I joined Wells Fargo Advisors in the fall of 2010 as a Senior Registered Client Associate and completed specialized training pertaining to guardianship accounts, working with my Financial Advisor to open and service restricted guardianship accounts.  I also am responsible for processing court orders for one time and recurring monthly payments from these accounts.  I hold FINRA Series 7 and Series 63 securities registrations along with being licensed in Life, Health and Variable annuities.

In my free time, I enjoy spending time with my two children, Nicholas and Gina and our dog Chewie.  An avid basketball fan, I also enjoy going to Miami Heat games, rollerblading on the beach, going to the gym, reading and watching movies.