About
Jason Morelli serves as Head of Business Development in the bank channel for Highland Capital Brokerage. Jason started in the financial services industry in 1995. With more than 28 years of experience in the financial services industry, Jason specializes in building and maintaining relationships with banks and broker dealer platforms by educating the platforms on holistic financial planning strategies though a broad suite of client-centric solutions.
Prior to joining Highland, Jason partnered with the bank and broker dealer channels throughout his career and has worked for carriers to build relationships with BGAs and NMOs, who support the institutional channel and their financial advisors.
Jason holds the following designations and licenses Series 26, 6, 63, Life and Health licenses, and an LTC Certification for the state of Massachusetts. Jason is a graduate of Northeastern University in Boston, where he received a Bachelor of Science degree in Human Resources and Communication.
Jason lives in the suburbs of Boston, and enjoys spending quality time with his wife Jennifer, and two sons, Domenic and Roman. He is a passionate Boston sports fan. In his downtime, you will find Jason on the beaches of Costa Rica.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.