Jason Apruzzese

Financial Advisor @Osaic

South Windsor, CT, US
EMAILS
j••••••••@ionbank.com
MOBILE NUMBERS
+18•••••••07

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WORK HISTORY

May 2016 — Present

Financial Advisor @Osaic

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Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Ion Investments is a trade name of the bank. Osaic and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

EDUCATION

1999 — 2004

Castleton University

Bachelor of Science - BS

ABOUT JASON APRUZZESE

Jason Apruzzese is a Financial Advisor with Ion Investements and Senior Vice President at Ion Investments. With 19 years of experience in wealth management, Jason has helped clients navigate not only the longest bull market in history but also two severe bear markets. Jason believes in a holistic, process-driven approach that is centered around each of his client’s unique needs. This approach develops long lasting successful relationships with his clients. Jason maintains an adherence to a code of ethics and a commitment to the retirement planning profession. Additionally, he holds Series 6, 63, 65, and 7 securities licenses along with Life and Health. Jason lives in New Hartford with his wife Kristen and sons Miles and Owen. In his spare time, he enjoys coaching high school soccer and is an avid skier.Should you wish to speak with Jason or schedule an appointment he can be reached at (86••••••07.

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Jason Apruzzese — Email, Phone Number & Contact Info | Unifers