Jason E. Nazelrod, M.B.A.,CFP®, CPA Jason is a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA) with Nazelrod & Associates, a full service accounting and financial planning firm, where he has practiced since 1996.
As a Certified Financial Planner™ and a Certified Public Accountant, Jason advises individual and business clients in the areas of investments, insurance and risk management, taxes, estate planning, retirement planning, business management, and benefit plans. Jason holds a Series 7 Securities License (as a registered representative of LaSalle St. Securities) and is a registered investment advisor representative (of Nazelrod & Associates Financial Services, Inc.), working with clients in the full range of financial securities, including stocks, bonds, mutual funds, and options. Jason is a licensed insurance agent, practicing in the areas of life insurance, health insurance, long-term care insurance, disability insurance, and annuities. With his previous experience as a loan originator, Jason advises clients on mortgage and other debt financing. Currently, Jason is a member of the Financial Planning Association (FPA).
Jason began his career in the securities industry with Legg Mason Wood Walker, Inc. Jason spent time at the University of London studying Economics and is a graduate of the University of Delaware with a Bachelor of Science degree in Economics. Jason earned his Masters of Business Administration (M.B.A.) Degree, concentrating in Finance and Accounting, from the Robert H. Smith School of Business at the University of Maryland.
Effective January 1, 2017 – Jason became the president of Nazelrod & Associates Tax & Consulting, LLC.