Jason is our family's financial advisor and we have been particularly pleased with his individualized approach to working with our needs. Having previously been clients of a large, impersonal investment firm, we were pleased when our change to Jason yielded such fruitful financial results within a comfortable professional relationship. Jason is unfailingly thorough, patient and clear in explaining complex financial instruments and concepts. He has demonstrated an openness to researching specific areas of investment, of interest to us. We trust him and are very glad to be working with him.
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