Jason is a Wealth Planning Associate providing support for Wealth Planners and Senior Client Advisors at the firm.
Prior to joining Ballentine Partners in 2022, Jason attended Bryant University. He received a Bachelor’s degree in Financial Services with a focus on Financial Planning and a minor in Psychology. During his time at Bryant, he held internships with Northwestern Mutual and Simplicity Wealth Management, LLC. He also participated in the 2021 FPA Externship offered through the Financial Planning Association and recently earned the Enrolled Agent designation. He is currently working towards becoming a CERTIFIED FINANCIAL PLANNER™ practitioner.
Jason is a Massachusetts native and an avid Boston Sports fan. In his free time, he enjoys hiking, traveling, lifting weights, and spending time with family and friends.