Jason De Tata

Senior Partner | LPL Financial Planner

Jason is dedicated to financial planning and works with clients on the personal business aspects of their lives, as well as the integration of both to provide truly comprehensive plans that address all areas of a person’s life. His primary focus is helping clients identify their financial goals and developing a plan to help work towards achieving them. Jason specializes in taking complicated financial decisions and translating them into simple yes or no answers for clients to make the overall process as simple as possible.

Jason enjoys his work as an independent financial planner and says what most excites him is “creating customized, dynamic economic outlooks based on clients’ evolving goals and needs.”

Jason brings ten years of experience in the financial services industry to his work at Avail Wealth Group. He started his financial planning career by helping his parents with their financial situation using goals-based planning and wanted to give others the same type of care and advice. Driven by an entrepreneurial spirit and commitment to staying abreast of industry changes, Jason has adapted and evolved his planning techniques and processes to keep pace with the dynamic nature of the wealth management business.

Jason has a BS in Physics from Rowan University and holds the following securities licenses through LPL Financial: Series 7, 63, and 65.