Experience

Morgan Stanley
H.M. Payson since 2014

Education

Rensselaer Polytechnic Institute, B.S. 2011

Jason has been working with clients since 2014, delivering the most up to date investment management and financial planning advice. As a member of the client relationship management team and the Payson Choice team he is dedicated to ensuring that every client receives the highest levels of client service and they have all the tools needed to achieve all of their financial goals.

If it’s a winter weekend, you will find Jason at the slopes. In the summer, he will be on the golf course or camping in the middle of the North Maine Woods. In late 2020, he and his wife Amanda welcomed their daughter Charlotte and they recently gave birth to their second girl, Sydney, in 2023.