Jason is a dually registered investment advisor* serving as Advisor of Financial Planning at Capital Wealth Advisors, and at Neptune Advisory, LLC dba Neptune Wealth. He works with individuals, families, and businesses to develop personalized strategies that align each client’s financial goals with their broader life aspirations, aiming to simplify the complexities of financial planning through tailored guidance.
Before joining Capital Wealth Advisors in 2026, Jason served as a Financial Planning Analyst at Continuum Wealth Partners in Tampa, Florida, where he supported the development of comprehensive financial plans and assisted advisors with the client-facing planning materials. Prior to that, he worked at AIM Wealth, where he analyzed company financial statements, developed pro forma projections, and created client-facing educational materials.
Outside of work, Jason enjoys the gym, playing pickleball around the community, and spending time with family, including his cat, Max.
* Jason is dually registered as an investment adviser representative of both CWA Asset Management Group, LLC (“CWA”) and Neptune Advisory, LLC d/b/a Neptune Wealth (“Neptune”). Neptune operates as a separate investment adviser registered in Florida, Pennsylvania, and Wisconsin and maintains its own advisory programs, fee schedules, and client agreements. Jason may recommend the advisory services of either CWA or Neptune to clients, and may receive compensation from either or both firms depending on where a client’s account is serviced. This dual registration creates certain conflicts of interest, including with respect to the allocation of time and attention devoted to the respective clients of CWA and Neptune and different forms and levels of compensation for respective services provided through CWA and/or Neptune; however, Jason is subject to the Code of Ethics of both CWA and Neptune, as well as his fiduciary duty which requires that the investment decisions Jason makes be in the best interest of his clients. Clients are under no obligation to engage either CWA or Neptune or to use Jason in his capacity with either firm, and are free to seek advisory services elsewhere. Clients should ask Jason and/or firm compliance personnel any questions about how this dual registration may affect the services or recommendations they receive.
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