Jason Lurie
Financial Representative @Wealth Advisory Group LLC
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WORK HISTORY
Financial Representative @Wealth Advisory Group LLC
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 LEXINGTON AVE, 9TH FLOOR, NEW YORK NY, 10017, 21••••••50. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
EDUCATION
State University of New York at Buffalo
BA, Communications
Syracuse University - Martin J. Whitman School of Management
MBA, Finance & Marketing
ABOUT JASON LURIE
Every day we make choices around our finances, with the potential to bring us closer to achieving our goals. Much like dropping a pebble into a pool of water, our decisions create ripples, with far-reaching effects. With guidance, we can be deliberate, tossing each pebble to strategically direct those ripples. My clients know precisely where to direct those pebbles.What’s important to know about working together?The first step in creating a positive ripple in your life is to take a tour of our process, share your goals, and set up a session, to see if there is a fit. If you’re ready for some guidance, tossing your first pebble is as simple as letting me know you want to see what that could look like for you./COMPLIANCE:20••••26/
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