Jason is a Certified Financial Planner and Securities Principal in his seventeenth year of helping Bay area residents plan their financial futures.
Following four years of active duty in the Marine Corps, Jason graduated from Indiana University with a BA degree in Economics. He began his career as a fee based financial planner in Grand Rapids, Michigan.
After relocating to the Bay area, Jason accepted a wealth management position with a large regional bank. He holds many professional licenses and designations including, Certified Financial Planner, FINRA Registration Series 7, 24, 63, 66 and the State of Florida Life, Health and Variable Annuity License. The Pinellas County School Board’s Risk Management Division recognizes Jason as an approved provider of 403(b) retirement plan advice in conjunction with Franklin Templeton. He also serves as a non-public arbitrator for the FINRA Dispute Resolution, Southeast Region headquarters in Boca Raton, Florida deciding cases of conflict between clients, brokers and financial institutions.
Jason’s industry experience ranges from working with institutions to independent, fee-based planning. He joined Rogan and Associates for the express purpose of offering his clients the best planning options and techniques available anywhere.
Jason lives in Clearwater with his wife Karen, two children Evan and Emmalyn, and the family dog, Cody. He enjoys most any activity outdoors.