After spending 14 productive years with Merrill Lynch, Jason is extremely proud to be the creator and founder of Generations Investment Management. His strong belief in creating personalized financial strategies focused on meeting the goals of each client drives his passion and belief in this new chapter of his financial life. Jason is a registered Investment Advisor Representative and currently holds his Series 65 license and held the Series 7 and 66 licenses until 2018. He has also earned the coveted CRPC designation as a Chartered Retirement Planning Counselor. ​ Living in Massillon, Ohio along with his wife of 11 years, and their two children, Samantha, 11 and Addison, 7, the family enjoys basketball and golf during their free time.