Jason Martone
Financial Services Sales, Relationship Management, and Marketing Executive | Facilitating the connection between clients, prospects and investment teams / strategies for the benefit of all stakeholders.
- Role
- VP of Portfolio Strategy at Merit Financial Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jason Martone
As a Financial Services Sales, Relationship Management, and Marketing Executive, I have a…
Experience
VP of Portfolio Strategy
Dec 2024 — Present · Sheboygan Falls, WI, US
Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in America
Education
University of Arizona
BA - Economics
1989 — 1993
Lubar College of Business
MBA
1996 — 1999
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