Jason Meiser, ChFC, CLU
Branch Asset Management Specialist
Since joining the company in 2007, Jason has positioned himself as a resource working closely with his fellow financial professionals in Equitable Advisors and Karr Barth. He is focused on coordinating investments with needs-based financial planning recommendations. Jason has a breadth of knowledge and experience with annuity, mutual fund, fee-based accounts and brokerage products, as well as life, disability, and long-term care insurance. He is skilled at utilizing various financial planning tools and software platforms for complex case design and presentation.