jason@partnerswealth.com
Jason Mirabella is the director of analytics with Partners Wealth Management. Jason began his career in 2000, working with fortune 500 companies to develop executive benefit programs for their highly-compensated employees. In 2005 Jason went to work for one of the nation's premier distributors of life, disability and annuity products; he prepared complex analyses, which addressed estate and business planning needs of the ultra-affluent. In early 2008 he went into private practice, offering comprehensive financial planning and investment management services to individuals, business owners and executives.
Jason earned his Bachelor of Science degree in economics and finance from Portland State University. He is licensed as a Registered Representative and Investment Advisor Representative of NFP Securities, Inc., holding his Series 6: FINRA Investment Company/Variable Contracts Products Limited Representative Examination, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination Licenses.