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My Story

Prior to joining the Bartlett team in 2017, Jason spent more than seven years providing comprehensive financial and tax planning services at a single family office. Prior to that, he spent four years at Deloitte, providing tax planning, financial counseling and wealth management solutions to businesses, individuals and their families.

Jason lives in the city of Madeira, Ohio with his wife, Julie, and their two children.

Ask Jason About

  • High net worth individuals
  • Income tax planning
  • Estate planning

Jason M. Katz

Wealth Advisor, Principal

Education

  • Indiana University-Kelley School of Business, BS in Accounting and Finance, 2003, Honors Distinction
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Exit Planning Advisor (CEPA)
  • Graduate, C-Change Class 13