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" Finances can be tricky...you should go against the herd, paving your own path towards financial freedom. "


Jason Greene

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A Florida native, Jason attained his undergraduate education from the University of Florida (B.A. Sociology 1995). Jason then went onto business school to earn his MBA (Finance Concentration) from the University of Central Florida. In addition to his graduate studies in Business and Finance, he taught several undergraduate finance lab classes at UCF.

Jason’s financial career began in the banking industry immediately after graduating with his MBA. He continued in banking and Private Wealth Management for seven years before joining our team.

Jason takes pride in the relationships he builds with his clients who know their best interest is his top priority. He thrives on educating his clients while tackling their most pressing issues. He also cares a great deal about the community in which we live and work. In the past, Jason served on the Board of Directors for the local JCC, has served on the campaign cabinet for Heart of Florida United Way, and continues to be very active with the UCF Alumni Association, volunteering regularly. For his history of community service, Jason received a Jefferson Award for Public Service at a ceremony held at UCF in 2011. Jason married his loving wife, Erika in 2006 and they love spending time together with their two sons.

 



What To Expect

Execution on all areas of retirement life (ie: social security, cash flow management, legacy & estate planning)

Comprehensive investment planning tailored for your specific needs and objectives

Systematic risk management rebalancing portfolio

Ongoing mentoring and steps to achieve your hopes, dreams and goals

Access to a distinguished team of professionals, such as attorneys and CPA's through our Business Resource Center.

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Jason Greene, Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. SmartWealth, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, PAS and the representative do not provide tax and/or legal advice or services. PAS is a member FINRA, SIPC. CA Life License # 0H96412