About Jason
- Co-Founder and Principal of AllGen Financial Advisors, Inc.
- A native of Orlando
- In charge of Investment Management operations at AllGen
- Passionate about helping people reach their full potential in life and especially in the area of finances
- Active member of Discovery Church, where he helps lead the stewardship efforts of the church
Credentials
- A Certified Financial Planner™ (CFP®) practitioner, Chartered Market Technician (CMT), Series 65 Licensee with over 20 years industry experience
- Prior to AllGen, Jason was a broker for Charles Schwab’s most affluent and active clientele and helped educate both clients and other employees how to buy and sell stocks using technical and fundamental analysis strategies
- Chairman of the board of the Orlando Union Rescue Mission (OURM) Foundation
- Has facilitated over 20 Financial Peace University, Legacy Journey and Compass Biblical Stewardship studies
- Bachelor of Arts in Business Administration, University of Central Florida
- Lifework Leadership Graduate
Just for Fun
- His 6th generation grandfather came to Central Florida as a US Army Indian Scout in the late 1800’s
- Enjoys fishing, hunting, surfing, soccer, hiking and traveling with his wife and three kids
- Fluent in Portuguese and “Portuñol” – He tries to speak Spanish, but sounds like a Brazilian