Jason is an Advisor of Private Wealth Management at Capital Wealth Advisors where he works alongside the London Team to deliver customized financial strategies and personalized client service. In his role, Jason seeks to help clients manage, preserve, and grow their wealth through tailored investment planning and holistic financial strategies.
Before joining Capital Wealth Advisors in 2025, Jason served as a Financial Advisor at Morgan Stanley in Tampa, where he guided clients through retirement and milestone planning. He also gained extensive experience in portfolio construction and management, as well as diversification and tax strategies for blue-chip stock plan clients. Jason began his career at Morgan Stanley as a Registered Client Service Associate, supporting account operations, client onboarding, and trade execution.
Originally from Northern New Jersey, Jason now resides in Naples, FL, where he enjoys playing golf, lounging at the beach, traveling, and spending time with family and friends.
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