Jason Kurrass
Financial Advisor
Jason is a candidate to become a Certified Public Accountant (CPA), a licensed professional who provides expert financial services to individuals and organizations. He received his bachelor’ s degree in Finance and Marketing from the University of Richmond in 2017. He is an investment advisor representative and registered representative with Osaic Wealth Inc. He holds the following securities licenses: Series 7, and 66.
Personal and Family
Jason is engaged to Laura, an Innovation Manager with Penn Medicine since 2022. They live in Berwyn, PA. Jason grew up on Long Island, NY.
Financial Experience
Jason began his financial services career in 2024. He provides advisory and financial planning services. Previously he worked in Washington DC as a data analyst serving numerous government clients including the IRS, Department of Defense, and the US Food and Drug Administration.