Jason A. McGlone
Jason is Senior Partner and Fixed Income Securities Specialists with Kerntke Otto McGlone Wealth Management Group. He is a Certified Financial Planner (TM) professional and a Registered Investment Advisor Representative.
He holds a Bachelor of Science Degree in Economics from Northern Michigan University, and earned his Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. This commitment to higher education and professionalism puts Jason in a select group who has reached this level of academic achievement in financial services, and puts him in a position to address a broad range of issues when working with clients.
Jason worked as an independent financial advisor for Ameriprise Financial for 9 years. He was a member of their Advanced Advisor Group until 2007 when he became a founding partner at Kerntke Otto McGlone Wealth Management Group.
Jason enjoys offering individual guidance to clients. He believes that through careful planning in the accumulation, management, access, and distribution phases of wealth management that clients will enjoy much greater financial freedom and independence.
Jason is married to Delanie. Together they have 3 children. As a family they enjoy the outdoors, camping, boating, downhill skiing, and travel.