Jason has been in the financial services business over 23 years. In 1995, he began his career as a life insurance agent with Connecticut Mutual. 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. 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. In May 2019, Jason received 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. He has been the featured speaker on variable annuities at many industry and client seminars. 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 is active in his children's schools and coaches many of his children's sports teams.