Jason Halko

Jason is passionate about helping clients reach their financial and personal goals. He is dedicated to helping ensure they are prepared for life’s unexpected turns and empowered to make confident financial decisions.

Jason began his career in finance in 2000 and holds the CERTIFIED FINANCIAL PLANNER® certification. Prior to joining Mercer Advisors in 2024, he spent more than 19 years at Charles Schwab, where he held several roles including wealth advisor and manager.

He earned a Bachelor of Science degree in management with a minor in economics from the University of North Carolina at Asheville.

Outside of work, Jason enjoys spending time with his wife, two children, and their golden retriever in Littleton, Colorado. He is an avid cyclist and also enjoys skiing, hiking, and backpacking. Jason supports Scouting America and values giving back to his community.