Jason is an Investment Advisor with J.Elchert Wealth Management and has worked in the financial services industry for over 15 years. Jason has built a large clientele through customized, comprehensive financial planning. Jason works with each individual client by designing a clear and focused path bringing the client towards their financial goals while creating confidence and a sense of freedom. The client/advisor partnership is built on trust, integrity and exceptional service. Jason is proud to work in the community where he was raised and now lives and he continues to provide services at a level that has earned him the loyalty of a diverse client base.
Jason’s focus is helping individuals and families achieve their financial objectives, as well as working with business owners offering guidance on their corporate retirement needs.
Jason attended the University of Findlay and received his mathematics degree (Magna Cum Laude) in 1999. Jason has earned the Series 6, 7, 63 and AIF® investment registrations.
Jason and his wife, Lindsay, live in Findlay, Ohio. Lindsay works at the University of Findlay as a Professor in the Physical Therapy Department. They are the proud parents of three boys, Jake, Zach and Seth who attend Liberty Benton Schools. As a family, they enjoy traveling, sports, and spending quality time with family. Jason also likes to stay involved as much as possible in the community. He has coached high school football at Liberty Benton Schools for over 10 years and supports local charities such as United Way.