Jason J. Mather

Associate - New York

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Jason J. Mather is a Relationship Manager at Lenox Advisors, where he provides integrated solutions in the areas of financial and estate planning, retirement, risk management, education funding and special needs planning for high net worth individuals and families. On the corporate side, Jason provide business owners and human resource professionals with employee benefits and executive carve out strategies.

Prior to joining Lenox, Jason was a financial representative at Northwestern Mutual. He graduated from the University of Pennsylvania with a degree in Economics. He is life and health insurance licensed and holds FINRA Series 3, 6, and 63 registrations.

Jason is a dual citizen and is originally from Scotland, where his parents and brother still reside. Jason has a passion for special needs planning, as he has been an integral part in ensuring the financial welfare of his own bother, Ross, who has Down syndrome. Jason currently lives in Connecticut and enjoys spending time with his wife Jenny and daughter Elle, playing soccer, hockey, and golf in his spare time.

Domicile State: CT
California Insurance License: 0M00374

For Jason’s complete licensing information click here.