 
															INVESTMENT ASSISTANT
Jason is an Investment Assistant at AQuest Wealth Strategies, where he focuses on investment research and market analysis to support the firm’s decision-making process. Though new to the financial services industry, Jason brings hands-on experience managing personal and family investments through his own LLC.
Before joining AQuest, Jason earned his bachelor’s degree in mechanical engineering from Lawrence Technological University. His strong analytical background, combined with his passion for investing, allows him to approach financial strategies with both precision and creativity. Jason particularly enjoys breaking down complex financial concepts into simple, easy-to-understand ideas so clients can feel more confident about their money.
Outside the office, Jason enjoys staying active by working out and playing pickleball. He also loves spending time with his family, baking and cooking, and unwinding with board games or a good TV show. A proud cat owner, he shares his home with two pets alongside his parents and younger brother.
Jason’s favorite travel destination is South Korea, where he enjoys exploring the culture and food. Locally, he can often be found grabbing a black coffee or stopping at Chipotle for lunch.
Phone: 586-731-6020
Fax: 586-731-6160
 
								
 
															 
				