A partner in the firm since 2008 and Treasurer since 2010, Jason joined First National Corporation in 1998 as an Investment Advisor Representative. Previously, he worked as an account executive with Morgan Stanley Dean Witter. Jason is a licensed life and health insurance agent. In service to the community, Jason has taught more than 150 financial management seminars to Boston area physicians and medical residents. He is founder of TrueWealth MD, dedicated to providing clients with a clear roadmap to guide them toward their life's vision. Jason was awarded the FIVE STAR Wealth Manager™ Award in 2010, ’11, ’12, ’13, ’14, ’15, ’16 and ’17.
Jason earned his Bachelor of Arts degree in business economics from Brown University. He was elected to Omicron Delta Epsilon Economics Honor Society as a result of superior achievement in his economic coursework.
Jason and his wife, Jennifer, an emergency medicine physician, live in Boston with their three daughters, Sarah Rose, Ariel, and Liat. They enjoy tennis, skiing, and the arts. Jason is the past President of Congregation Kehillath Israel in Brookline, MA. and is currently a member of the Board of Trustees of the Solomon Schechter Day School of Greater Boston.