Jason Jones

Financial Planning Associate 

Meet Our Other Staff:     Steve Fortin   |   Christopher Flores

Born and raised in Cincinnati, Jason attended Walnut Hills High School. He went on to receive his BA in Economics from The Ohio State University and his Juris Doctor from the University of Cincinnati College of Law.

Jason began his career in law and shifted to work in finance in the winter of 2020. Jason brings a range of interdisciplinary skills and a passion for complex problem solving. He works hard to use these skills to improve the lives of other people.  

Outside of the office, Jason most values spending time with his wife and two young children. He also serves on the Talbert house foundation board and on the board for Cornerstone Renter’s equity. Jason is passionate about supporting communities that are often overlooked and underserved.

5 Things You Should Know About Me

Being a dad is my favorite thing in the world.

Every season is grill season.

Aut inveniam viam aut faciam

Music is necessary for life.

I believe in running your own race.

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8044 Montgomery Road Suite 265 Cincinnati, OH 45236

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