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About Jason Silitsky

Jason Silitsky is Wealth Manager of Johnathon Lawson, CFP® at Merrill Lynch Wealth Management based in 275 E Rivulon Blvd Gilbert, Arizona 85297, US. Previously worked at Foresters Financial Services as a Senior Associate and Investment Advisor Representative. Johnathon Lawson, CFP® at Merrill Lynch Wealth Management is a Business Services, Accounting Services company in 275 E Rivulon Blvd Gilbert, Arizona 85297, US with 6 employees.

Jason Silitsky has 20 years of professional experience, with an average of 5 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Jason Silitsky holds a degree from The University of Connecticut School of Business, with 20 years since graduation. Their career does not include experience at a global enterprise, with a base location in New York, NY, US, us.

Jason Silitsky Social
Jason Silitsky Work
Jason Silitsky have been working for 20 years. Currently Jason Silitsky is the Wealth Manager @Johnathon Lawson, CFP® at Merrill Lynch Wealth Management, with experience in Senior Associate and Investment Advisor Representative, Vice President @Foresters Financial Services
Wealth Manager
Jun 2019 - Present · 6 years and 1 months
Nov 2010 - Jun 2019 · 8 years and 7 months
Senior Associate and Investment Advisor Representative
Mar 2019 - Jun 2019 · 3 months
Vice President
Nov 2010 - Mar 2019 · 8 years and 4 months
About Jason Silitsky's Current Company

Johnathon Lawson, CFP® at Merrill Lynch Wealth Management is founded in 2015, operates from its headquarter in 275 E Rivulon Blvd Gilbert, Arizona 85297, US. The company operates in the Business Services, Accounting Services sector.

Johnathon Lawson, CFP® at Merrill Lynch Wealth Management specializes in Tax Legislation Monitoring, Tax Code Understanding, Customized Tax Solutions, Financial Goal Achievement, and offers services including Tax Solution Planning for Retirement Income, Customized Tax Strategies, and Financial Future Planning.

Year Founded
2015
Social Media
Linkedin
Primary Industry
Business Services, Accounting Services
HQ Location
275 E Rivulon Blvd Gilbert, Arizona 85297, US
Expertise
Tax Legislation MonitoringTax Code UnderstandingCustomized Tax SolutionsFinancial Goal Achievement
Solutions
Tax Solution Planning for Retirement IncomeCustomized Tax StrategiesFinancial Future PlanningMinimizing Tax Burden
Keywords
Cfp ProfessionalFinancial PlanningRetirement IncomeFinancial AdvisorRetirement PlanningFinancial Planning ServicesTax PlanningRetirement SolutionsRetirement Planning ServicesWealth Management
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Jason Silitsky Education

Jason Silitsky completed at The University of Connecticut School of Business (2002 - 2006) , at The University of Connecticut School of Business (Present) , etc

The University of Connecticut School of Business
Bachelor of Science (B.S.)Finance
2002 - 2006
The University of Connecticut School of Business
B.S.
Present
The University of Connecticut School of Business, Bachelor of Science (B.S.), January 2002 to January 2006
Present
Jason Silitsky Skills
Technology and Engineering
Microsoft Office
Customer Relations and Sales
Sales
Team and Leadership
Team Building, Training
Project and Plan Management
Finance
Other
Mortgage Lending, Small Business Lending, Investment Management

Jason Silitsky Email & Phone number

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  • Email AddressJ**@planwithjohn.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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