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My Story

Jason received his Bachelor of Science From Indiana University with Honors Distinction in Accounting and Finance.

Before joining Bartlett, Jason spent over 7 years providing comprehensive financial and tax planning services at a single family office. Prior to that, Jason spent 4 years at Deloitte, offering tax planning, financial counseling and wealth planning solutions to individuals, their families and businesses.

Jason joined Bartlett Wealth Management in 2017, and has over 13 years of experience in financial planning.

Jason M. Katz

Wealth Advisor, Principal

Jason is a Wealth Advisor and Principal  at Bartlett Wealth Management. He provides strategic income tax planning, estate planning and other comprehensive wealth planning services to individuals and their families. Jason is a Certified Financial Planner (CFP®) and a licensed Certified Public Accountant (CPA) in Ohio and Illinois.

Education
  • Indiana University-Kelley School of Business, BS in Acocunting and Finance, 2003, Honors Distinction
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)