Jason started his career as a Financial Professional in 2016 with Fidelity Investments; after several years there, he worked in the Financial Product creation and distribution side, servicing Financial Advisors across the country before joining PK Financial Strategies in 2024.
Jason's focus is to help clients achieve the desired outcomes that are most important to them through our holistic planning with open communication.
On a personal note, Jason and his wife Hailey have two young boys and reside in Dallas, TX. Jason holds Series 7, 63, and 65 securities licenses with Avantax Investment Services and Life insurance licenses.