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Jason Rizzo - APTERA

Jason Rizzo

Senior Advisor Consultant
555 East Lancaster Ave., Ste 505
Radnor, Pennsylvania, 19087

About

Jason Rizzo, serves as Senior Advisor Consultant for Highland Capital Brokerage. Jason has been in the financial services industry since 1999 and focuses on assisting financial advisors with solutions to estate, business, and retirement planning by using insurance strategies.  

Prior to joining Highland, Jason has more than 20 years of experience working with institutional advisors, independent financial planners, CPAs, and financial advisors at multiple broker-dealers. 

Jason holds his Series 6 and 63 registrations as well as a life and health license.  

Jason lives in suburban Philadelphia where he enjoys spending time with his two children and enjoys live music.

 

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.

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