Vice President - Senior Wealth Advisor
Jason joined Old Port Advisors as a Vice President and Portfolio Manager in 2012. Prior to joining Old Port Advisors, he began his investment career at the regional firm of Legg Mason Wood Walker (now Morgan Stanley Smith Barney) as a financial advisor in 1998, where he held the title of Associate Vice President/ Financial Advisor. Jason works primarily with individuals and families and is supported by Erica Bly who herself has 14 years of experience in the Wealth Management industry. He also services retirement plans and is a member of the firm’s Investment Policy Committee.
Jason has served on the University of Maine Farmington Advisory Board and is a past volunteer and educator with the Junior Achievement program. He currently serves as the president of the non-profit, Gorham Youth Travel Basketball Association. He is a Maine native, having grown up in the Lakes Region in the Bridgton/Naples area. He lives in Gorham with his wife Kristin and two children, Hadley and Braden. In his free time, Jason enjoys spending time with family and friends, heading to the lake, golfing, running, skiing and coaching his children's sports teams.