As the newest member of the Cohn Financial team, Jason comes with 20+ years of experience in Chicago’s financial markets. He began his career as a trader and later managed the largest NASDAQ market making desk on the Chicago Stock Exchange. A subsequent expansion into the area of portfolio management, further enhances Jason’s ability to bring proven investment insight to the firm. ”Having spent the majority of my career searching for ways to maximize profits while minimizing risk, I can confidently say that the Private Placement Life Insurance products rank as one of the very best---a true game changer.”
Jason’s focus as a Director at Cohn Financial Group is business growth in Chicago and the Midwest region. “I take pleasure in the opportunity to pair our high net worth clients with such valuable wealth building tools.” Jason acknowledges that complex products and strategies demand the support of a deep and qualified team, saying: “Starting at the top with Mike, and extending across the organization, the CFG team is one of the most talented, dedicated and knowledgeable groups in the business.”
Jason has a BS in Finance from the University of Colorado and holds FINRA Series 7 and Series 63 licenses and is a registered representative of M Holdings Securities, Inc. A resident and active community member in Lake Forest, IL, Jason enjoys running, golf, and platform tennis. However, his favorite activities involve spending time with his wife, Sonja, and their two children.
Email Jason at firstname.lastname@example.org