Jason Meiser is part of Emmaus Financial Group’s investment and portfolio design function, supporting the team through disciplined asset allocation, portfolio construction, and ongoing investment analysis. He coordinates portfolio design and construction, and provides due diligence and monitoring across the investment platforms the team uses.
Jason began his career in financial services in 2007 and has earned the ChFC®, CLU®, and RICP® designations. His work is especially focused on portfolio design, risk management, income planning, and tax-aware planning considerations.