Jason Halko

Jason is passionate about helping clients reach their financial and personal goals in life. He began his career in finance in 2000 and holds the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Mercer Advisors in 2024, Jason spent more than 19 years at Charles Schwab in several roles including wealth advisor and manager. He has a Bachelor of Science degree in management and a minor in economics from the University of North Carolina at Asheville. Outside of work he spends his time with his wife, two children, and golden retriever in Littleton, Colorado. Jason enjoys skiing, hiking, and backpacking, and he is an avid cyclist.