CoverProfile

Jason D'Amelio

Co-Founder, Registered Financial Consultant

Bay Ridge Financial Group

United States, New York, Rockville Centre

About Me

A native New Yorker and St. Johns Tobin College of Business graduate, Jason D’Amelio started his career at Citicorp Investment Services in 2003. After amassing a great reputation as a Financial Advisor for his work ethic and stellar customer care, Jason co-founded the Bay Ridge Financial Group, an independent wealth management firm, in 2005. The firm has been serving their clients and the community for over twelve years and in 2015, the NIA Community Services Network honored Jason with their Man of the Year award in recognition of his outstanding leadership in business and contributions to the community. Jason also co-founded CPA Tax Planning, a full-service accounting firm, in 2013. Aside f
View more

Profile Information

Co-Founder, Registered Financial Consultant

Bay Ridge Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Rockville Centre

New York

United States

May 15, 2024

More profiles to browse

KW
Kevin W. Cassidy
Investment Adviser Representative
SS
Shane Siederman
Partner, Chartered Financial Consultant

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation