Meet Jason
Jason is the owner of JL Financial Services and American Tax Service. As both a financial advisor and tax advisor, Jason has a unique skill set that combines financial planning with tax planning. He is an investment advisor representative with Series 7 and 63 registrations through Cetera Advisors, LLC.
Jason is a graduate of Baldwin-Wallace College and lives in Avon with his wife, Allisyn, and his two children, Cohen, and Kaia. When he’s not working with his clients to achieve their financial goals, Jason enjoys spending as much time as possible outdoors with his family, preferably near the water!
Check the background of this firm on FINRA’s BrokerCheck.
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Shawn McCormick
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Thom Fitzhugh
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Tom Tomasheski
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Tom Tomasheski
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Al Urban Jr.
Tax Advisor
Barb Szalay
Office Administrator
Barb Louth
Office Administrators
Cassandra Gordon
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Cindy Geary
Office Administrator
Danielle Rourke
Tax Advisors
Diane Shupp
Tax Advisor
George Shupp
Tax Advisor
Karen VanDenmark
Office Administrator
Kerry Skowronsky
Tax Advisor
Linda Goodill
Administrative Assistant
Matt Behne
Tax Advisor
Mona Grobe
Office Administrator
Sandy Scott
Office Manager & Tax Advisor
Shawn McCormick
Certified Financial Planner™
Shelley Shupp
Office Administrator
Thom Fitzhugh
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Tom Tomasheski
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Tom Tomasheski
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