Jason joined the IAA team in October 2018 as an Advisor Service Associate. His primary responsibility involves managing the advisor Orion experience; from training and initial use, to support, trouble-shooting and data reconciliation. Jason will also be providing back-office support, P3 support, and will serve as a Blackbridge Financial point of contact.
Prior to joining IAA, Jason gained valuable experience in a variety of roles and industries. He was previously a non-licensed assistant to a Blackbridge Financial advisor within the IAA community and before that, an assistant to the COO of a social media software company. Jason’s expertise lies in operations, support, client service, event coordination, social media, and platform management.
Originally from Michigan, Jason and his wife, Melissa, have been Charlotte residents since 2008. Supporters of the Charlotte SPCA, they adopted a rescue dog, Arya, that they enjoy taking on adventures around the Carolinas. In his spare time, Jason also enjoys all things baseball and meteorology.