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.

History at Bartlett

• Joined Bartlett in 2017

Certifications and Designations

• Certified Financial Planner^® (CFP)
• Certified Public Accountant (CPA)
• Certified Exit Planning Advisor (CEPA)

Education

• Indiana University-Kelley School of Business, BS in Accounting and Finance, 2003, Honors Distinction

Boards and Committees

• Board Member, Cincinnati Estate Planning Council

Awards and Honors

• Five Star Manager Award, 2021-2022

– To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:
– Conducts comprehensive research
– Recognizes service professionals
– Partners with leading city/regional magazines
– Helps award winners gain the recognition they deserve

To view full methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch

• Graduate, C-Change Class 13, Cincinnati USA Regional Chamber

– C-Change is the premier leadership-development program for advancing mid-career leaders in the Cincinnati region. The curriculum combines leadership development with community engagement which enhances current leadership roles and prepares participants for future ones, both professionally and personally. The program also further develops the leadership skills of participants by having them lead meaningful community projects that impact the Cincinnati region. Read more about this program and criteria for participation on the Cincinnati USA Regional Chamber website: https://cincinnatichamber.com/talent-hub/leadership-center/c-change/