Jayson graduated from Monroe College in New York with a Bachelor's degree in Accounting and relocated to Florida in 2024. Jayson also holds the Securities Industry Essentials (SIE), Series 6, Series 63, and 2-15 Life Insurance licenses.
Prior to joining the team, Jayson worked at Chase Bank, where he gained valuable experience in banking and financial services and developed a strong foundation in client service and financial planning.
Today, Jayson supports advisors with a variety of operational and client-focused responsibilities. In this role, Jayson assists with opening new accounts, processing client fund transfers, preparing financial reports, and analyzing financial statements to help ensure a seamless client experience.
What Jayson enjoys most about the role is supporting advisors as they help clients work toward their financial goals. The opportunity to contribute to clients' success while continuing to grow within the wealth management industry is extremely rewarding.
Jayson was drawn to the profession after learning firsthand the importance of financial planning and its impact on long-term financial growth. Through a career in financial services, Jayson values the opportunity to help others make informed decisions and share financial knowledge with family and friends.
Outside of the office, Jayson enjoys playing basketball and attending baseball and basketball games. A dedicated New York Yankees fan, Jayson enjoys cheering on the team throughout the season.