Jason is a Wealth Advisor at Levy Wealth Management Group. As part of his ongoing activity, Jason provides comprehensive wealth management services to our diverse group of clients, including various retirement plans. Prior to joining the team, Jason was a Financial Advisor for AXA Equitable in Bala Cynwyd. Jason received a BSBA with a concentration in Finance from Drexel University in 2005 and is currently Series 7,63 and 65 registered with LPL Financial. To support his work with retirement plans, he earned the AIF designation (Accredited Investment Fiduciary), the CPFA (Certified Plan Fiduciary Advisor) and most recently the C(k)P (Certified 401(k) Professional.) He also maintains his li