Broker Check
Jason Harris, MSFS, CRPC™

Jason Harris, MSFS, CRPC™

Financial Advisor, Partner

MY BACKGROUND:

- Education

  • BS in Economics from SUNY Albany, 1999
  • MS in Financial Services & Banking from Mercy College, 2003

- Designations

  • MSFS
  • CRPC™

 

MY APPROACH:

I am committed to working on an individual solution for each client. By focusing on a goals-based approach we find that it builds the highest level of confidence in attaining your long-term goals, which leads to more engagement! Our goal is to make planning and financial decision-making as easy as possible as well as to help you get the most from your savings. Each client has a unique set of goals and needs and I work with them to provide the most holistic plan to meet their current and long-term needs.

Areas of Focus:

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Insurance
  • Saving for Education

 

ABOUT ME:

I have been married to my wife Erica since 2007 and we reside in Commack with our daughter, Jordyn, and son, Seth. As a family, we like to take road trips when possible, usually to Boston or Washington DC. In my spare time, I enjoy coaching my son's baseball and soccer teams, skiing with my son, playing golf, and watching my daughter grow and compete as a dancer.

- Community Participation:

I am on the board of Hero Spirit Project which is a 501c that raises money to assist first responders and military members during their time of need.

In addition, the practice sponsors a high school student and a university student in the Dominican Republic. We also support a wide array of local and national public charities focused on protecting youth and the environment. For the past 10 years, we have also participated as a team supporting local food pantries and other on-the-ground support services for the needy in our Annual Practice Day of Service, usually in November.