Jason has been in the financial services business over 28 years. In 1995, he began his career as a life insurance agent with Connecticut Mutual (now MassMutual). Shortly after becoming an agent, he assumed the Technology Specialist position for the Kansas City Connecticut Mutual agency. In 1997, he joined Cohen Financial Services, LLC as the Director of Administration. In 2010, he became President of Cohen Financial Services, LLC. 2017 was a monumental year when Jason, along with his business partner, Mark Glass, acquired Cohen Financial Services. He has a General Securities registration (Series 7), registered as an Investment Advisor Representative (Series 65) and is currently licensed to sell life, heath, disability and variable insurance. Additional state licenses are added as needed. Jason has his Certification for Long-Term Care (CLTC) designation.
Jason has a BBA in Finance from Washburn University of Topeka and a BS in Computer Information Sciences from Friends University.
He is a past Board Member of the Kansas Delta Sigma Phi Epsilon Alumni Corporation and Prince of Peace Catholic Church Advisory Council. Also, Jason was the past Chairman of AdvisorGroup Technology Council. He has been the featured speaker on variable annuities at many industry and client events. He has been interviewed for several articles on Longevity Insurance and Living Benefits. Jason is the past President of the Friends University Kansas City Alumni Advisory Board.
In his spare time, Jason spends his time with his children, family and friends. He is also active in the fashion community through his modeling.