About Jason Harris
Born and raised in Northern Michigan, Jason now resides in Toledo, OH with his wife, Kristen, their three children—Madison, Ethan, and Logan—and their two beloved pets. As a seasoned Financial Advisor and Planner, Jason is deeply passionate about a client-first philosophy, delivering professional insights, personalized service and financial education. He believes that you can’t chart a path forward until you understand your financial past and the relationship you have with money. With a deep commitment to serving the unique needs of surgeons, Jason provides specialized financial guidance to surgeons, business owners, entrepreneurs, and their families nationwide.
Expertise and Industry Leadership
Before discovering his professional home as a Financial Advisor, Jason honed his investment expertise as a stock and options trader. Through that work, he gained firsthand insight into how markets operate, how to navigate risk, how to manage taxes effectively, and why knowledge—of both investing strategies and tax laws—is essential for long-term financial success.
Jason currently holds certifications as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA) and Non-Qualified Plan Consultant (NQPC).
Comprehensive Services
The core focus includes:
* Investment management
* Insurance solutions
* Tax and estate planning strategies
* Retirement plan creation
* Asset protection
Every client benefit’s from a team-based, individualized approach, ensuring that each financial plan is fully customized to their specific circumstances and goals.
Recognition and Community Involvement
An active member of Toledo Rotary, local chambers, and several community organizations, Jason is committed to giving back. He enjoys mentoring young people, supporting community initiatives, and helping others achieve their personal and professional goals. His leadership journey began early through Phi Sigma Kappa Fraternity, where he developed foundational leadership skills and continues to be involved as an engaged alumnus.
Educational Background and Personal Life
Jason earned his Bachelor of Science in Business Education from Ferris State University. Outside of work Jason enjoys being active in his kids’ school & sports life, golfing, and trips back home to northern Michigan.