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 18 years.

He specializes in retirement planning with a focus on dividend and interest paying financial instruments, striving to help retirees pursue financial goals with as much certainty, and as little risk, as possible. Jason is currently managing over $100 million in assets.

In addition, Jason Carrier is an established speaker in the Connecticut Shoreline area and shares his insights on nationally syndicated radio programs as well as The Income Generation television show, a weekly financial program on You Tube. Jason also educates the community using workshop presentations on topics like Social Security, Required Minimum Distributions, Estate Planning and income tax savings strategies.

In his free time, Jason enjoys reading, training dogs, Brazilian Jiu-Jitsu, and spending time with his loving family; his wife Cathi, three daughters and son. Jason is a graduate from the University of Connecticut and was a proud member of the Husky football team, playing safety. Jason is currently on the board of directors for the United States Veterans Chamber of Commerce USVCC.org.