Meet Jason
Jason is a Partner at Mercer Advisors, based in Radnor, Pennsylvania. He joined the firm in 2020 after serving at SFG Wealth Planning Services, New Perspective Financial Group, and Prudential Financial, where he began his career in 2011. He also spent seven years as an Adjunct Professor at The American College of Financial Services. Jason earned a B.S. degree in business administration from Holy Family University and 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
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- After a layoff, helping clients protect what they’ve built and chart a path forward
His working style
Jason is dedicated to helping his clients live their best lives with the financial resources they have. He takes a deeply personalized approach to financial planning — beginning with a clear understanding of each client’s relationship with money and crafting a custom plan designed to support their goals.
Jason in real life
What keeps you busy outside of work?
I spend most of my time with my wife and our two daughters. When I’m not focused on being the best dad I can be, you’ll usually find me on the golf course working to shave a few strokes off my game.
What makes you tick?
I’m driven by the opportunity to help others grow — guiding people to become the best version of themselves, both personally and professionally, and creating an environment where they can thrive.
Why do you like working at Mercer Advisors?
Mercer Advisors is an outstanding organization in which to build a career. I have never felt more supported or more genuinely valued than I do here. As a team, we are fully equipped to address and resolve any challenge our clients may encounter.
Meet Jason’s Teammates
Rasheed Jarmon
Client Service Specialist
What Jason Says
Rasheed is my right-hand man. He consistently goes above and beyond to ensure our clients’ needs are met, and his positive attitude is truly contagious.
Evan Salter
Financial Planner
What Jason Says
Evan is as thorough as they come. His exceptional ability to craft comprehensive financial plans — focused on what our clients truly value — is a major reason for their continued success.
Kelly Albert
Wealth Advisor
What Jason Says
Kelly is an exceptional partner. We collaborate on several client relationships, and she consistently brings warmth, professionalism, and genuine care. She has a remarkable ability to make every client feel like they are her top priority.
Ready to learn more?
Explore More
The Economic and Market Impact of the Iran War After One Month: Insights From Our CIO
April 2, 2026