Experience:
Jason focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifes
tyle.
- 6 years in the insurance & financial services industry
- Previous role with Bankers Life
- Strong focus on financial planning process which may include but is not limited to: workplace retirement plans, life & disability insurance, annuities, estate planning strategies, asset allocation, and portfolio management. Education & Credentials
- Bachelor of Science in Business Management/Economics – Empire State College
- FINRA Series 6 & 63 securities registration
- Life & Health Insurance License
- Unionized Financial Professional
Interests
- Spending time with family; Jason is married to Julia DeLuca and has 3 children.
- Kids Need More Foundation
- Make a Wish Foundation & Autism Speaks
- Caitlyn’s Vision
- Knights of Columbus Council 6607
- Oakdale Civics Association (Board Member)
Disclosures:
Licensed to sell Life insurance in the following state(s): FL, GA, NJ, NY
Licensed to sell Health insurance in the following state(s): FL, NY
Licensed to sell Variable Life insurance in the following state(s): FL, GA, NJ, NY
Licensed to sell Property & Casualty insurance in the following state(s):
Licensed to sell Mutual Funds in the following state(s): CT, FL, GA, NJ, NY, PA
Licensed to sell Fixed Annuities in the following state(s): FL, GA, NJ, NY
Licensed to sell Variable Annuities in the following state(s): FL, GA, NJ, NY
Please see additional disclosures here:https://hsl-pnw-downloadable-files.s3.amazonaws.com/967/fbdisclosureslandingpage-d2d9993d60ab470bbe206c25a6a73b2e.pdf
"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Securities products and services are offered through Pruco Securities, LLC (Pruco) (Member SIPC). All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, s*x, s*xual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.
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