Jason Brown, CFP®

Senior Financial Planner

Jason Brown is passionate about building meaningful relationships and helping clients navigate complex financial decisions with confidence. As a Senior Financial Planner, he specializes in developing and implementing holistic financial plans that address retirement income, tax strategies, estate planning and more.
Jason began his career in financial services in 2006, initially supporting advisors in the design of insurance and annuity solutions. Since obtaining his Series 7 and 63 licenses in 2008, he has worked as an investment advisor and financial planner at both large financial institutions and boutique RIA firms in Scottsdale, AZ, delivering tailored, client-centered planning strategies.
Jason holds a Bachelor of Science degree in Economics from the Virginia Tech Pamplin School of Business. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2018. He also holds insurance licensure and FINRA Series 7, 63, and 65 licenses.
Outside of work, Jason enjoys spending time with his two children—critiquing obscure movies with his daughter and watching sports in full Philadelphia Eagles gear with his son. His family enjoys frequent trips to the East Coast to visit relatives and catch fresh seafood.