Jason Waxler

Jason D. Waxler has over 30 years of experience in the financial markets. He began his career as a Eurodollar and Fed Funds trader, while pursuing his MBA degree at the NYU Stern School of Business. Upon attaining his MBA in 1987, Mr. Waxler joined Smith Barney on their OTC equities trading desk. In 1990, Mr. Waxler moved to become an independent commodity trader on the floor of the NY Board of Trade where he traded and made markets in commodity futures and options. Exchange members frequently approached him for assistance with their personal financial decisions which led Jason to begin his advisory practice.

For the past decade, Mr. Waxler has devoted his career to working with individuals, families and small businesses to develop wealth strategies suitable for today’s rapidly evolving world and challenging investment environment. From opening an initial investment account to establishing trusts for tax planning or generation skipping wealth transfers, Mr. Waxler works side by side with his clients to articulate the risks confronting them and evaluate expected gains. He brings a deep sense of commitment to the process and an awareness that the financial strategies pursued today will have profound consequences on the quality of life his clients and their families will experience for years to come.