Jason Carrier, RICP®, AAMS®

Jason Carrier, RICP®, AAMS®

Investment Advisor Representative

Jason Carrier is a native to New England and has been in the financial services industry for over 15 years. Specializing in financial planning with comprehensive portfolio management, retirement planning, specific to fixed income instruments; his recommendations are made solely in the interest of providing the highest value and benefit to clients. He strives to help pursue financial goals with as much certainty, and as little risk, as possible. He is dedicated to helping his clients reap the rewards of a well-planned retirement. In addition, Jason Carrier is an established speaker in the Connecticut Shoreline area and is committed to educating the community with his presentations on topics like Social Security, Required Minimum Distributions, 401k and Estate Planning.

Jay also volunteers his time to educating people of all ages on current financial topics at a not-for-profit organization.

Jason resides in the Connecticut Shoreline area with his wife Cathi, three daughters and a son. Jason is a graduate from the University of Connecticut and was a proud member of the Husky football team, playing strong safety.