Meet Jason
Jason is a Wealth Advisor based in Denver, Colorado. He joined Mercer Advisors in 2024. Prior, he served 19 years at Charles Schwab where he began his career. Starting as a Registered Representative, he advanced to being a Wealth Advisor and then a Sr. Team Manager. Jason earned a B.S. degree in management with a minor in economics from University of North Carolina at Asheville. He is a CERTIFIED FINANCIAL PLANNER® professional.
Jason’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jason has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Jason is known for his thoughtful approach, collaborative nature, and ability to explain complex topics in simple terms. He loves understanding the ultimate goals for your finances and going beyond the numbers to help you live your life’s passions.
Jason in real life
What keeps you busy outside of work?
I am passionate about the outdoors, hiking, biking, and visiting our National Parks and Monuments. I am fortunate enough to get to enjoy these activities with my wife and kids.
Favorite thing about where you live?
I spend as much of my free time as I can in the mountains of Colorado with my family. We hike, bike, and ski as much as possible!
Why do you like working at Mercer Advisors?
As a fiduciary, we are able to put clients first and help them across all critical areas of their financial lives.
Meet Jason’s Teammates
Zach Butler
Client Service Specialist
What Jason Says
Zach is an awesome partner and passionate about helping clients.
Gracie Horton
Wealth Advisor
What Jason Says
Gracie has been a tremendous thought partner. We share ideas and strategies formed from our different backgrounds.
Bruce R. Bendell
Sr. Wealth Advisor
What Jason Says
Bruce’s tax background has been invaluable as a fellow advisor and he is a great coworker for serving clients.
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