Jason S. Weiss
Jason is a Proactive Wealth Advisor. Prior to joining the team, Jason worked at Santander Bank (formerly Sovereign Bank) for 6 years where he held the role of Vice President of Investments Services. Prior to that time, he spent 4 years as a banking officer for both Sovereign Bank in Newton, MA and Citibank in Wellesley, MA. With over 12 years of financial industry experience, Jason’s philosophy is to take a holistic approach to his client’s wealth needs with a focus on financial planning. Jason believes that every advisor should act in a fiduciary capacity to their clients, by putting the client’s interests above anything else.
Jason currently holds securities series 6, 7, and 63 registrations with LPL Financial and a 65 registration with Byrne Financial Freedom, LLC. He also holds his Life, Accident and Health licenses.
Jason was raised in the small rural town of Canton, Connecticut. He graduated from Suffield Academy and then went onto Bryant University, where he earned a Bachelor of Science in Business Administration with a minor in Legal Studies.
Jason previously served on the Board of AseraCare in Wellesey, MA and is an active participant in Junior Achievement, helping local young children learn about business and the community. He is an active member of the Business Network International (BNI) Keystone Business Builders.
Jason resides in Medway, MA with his wife Andrea and two young sons, Colton and Owen. In his free time, Jason enjoys spending time with his family, playing golf, watching football, and exercising.