Jason Bago is an Investment Advisor Representative dedicated to helping individuals and families pursue long-term financial confidence through personalized guidance and a client-first approach.
Jason believes successful wealth management begins with listening. He takes a consultative approach, working to understand each client's unique goals, values, and priorities before developing personalized financial strategies. His focus is on simplifying complex financial decisions and building trusted, long-term relationships.
Based in Sarasota, Florida, Jason serves as Treasurer and a board member of Genesis Hopeful Haven, a nonprofit supporting foster youth. Outside the office, he enjoys competitive tennis, golf, fitness, and spending time along Florida's Gulf Coast.