Jason A. McGlone CFP®, MSFS
Jason is a Senior Partner and a founding member of KOM Wealth Management Group. He is a Certified Financial Planner™ professional and an Investment Advisor Representative.
He holds a Bachelor of Science Degree in Economics from Northern Michigan University and earned his Master of Science Degree in Financial Services (MSFS) from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. He is also a member of the Academy of Preferred Financial Advisors, partnering with the industry’s best advisors. A professional commitment to higher education puts Jason into a select group of advisors with the expertise to address a broad range of complex financial issues. This would include executive compensation, trust and estate planning, intergenerational wealth planning, and tax issues.
Jason began his career in 1998 as an independent financial advisor for American Express Financial Advisors. Dedication and hard work propelled Jason to become a member of their Advanced Advisor Group until 2007. With a vision of putting his clients’ best interests first, Jason became a founding partner of KOM Wealth Management Group. KOM is an independent Registered Investment Advisory Firm, not tied to specific providers of financial products, so recommendations will remain objective. As a fiduciary, Jason’s duty is to uphold the highest standard of care for his clients.
Jason strives to integrate your most important goals and dreams with the financial details and realities you face. He does this through a long-term, consultative relationship and a process designed to identify your unique life goals. A practical, customized strategy is the key to build, enjoy, and preserve your wealth.
Jason is married to his wife, Delanie. Together with their three children, the family enjoys travelling, downhill skiing, attending sporting events, and being outdoors. Supporting a thriving local community is important to Jason, a lifelong resident of Appleton.