Jason McGee is a seasoned financial professional with more than 21 years of experience in asset management, now dedicated to bringing institutional-level insight directly to individual investors and families. After two decades working alongside financial advisors, national accounts, and distribution partners across ETFs, mutual funds, and alternative investments, Jason has shifted his focus to helping clients make informed, confident financial decisions.
Throughout his career, Jason has guided advisors through a wide range of market environments by delivering clear insights, deep product knowledge, and practical portfolio solutions. His expertise spans portfolio construction, manager due diligence, and multi-asset investment strategies—allowing him to translate complex financial concepts into clear, actionable guidance tailored to each client’s goals.
Jason’s approach is grounded in integrity, education, and long-term partnership. He believes successful wealth management starts with understanding, and he is committed to helping clients stay focused through changing markets while building thoughtful, goal-aligned financial plans.
Jason earned a bachelor’s degree in Economics and International Business from Pennsylvania State University and an MBA with a concentration in Finance from Saint Joseph’s University. He holds FINRA Series 7, 63, and 65 licenses, as well as a Pennsylvania Life and Health license, and remains committed to ongoing professional development.
Jason resides in King of Prussia, Pennsylvania, with his wife, Jeanne, and their daughters, Madelyn and Eleanor. Outside of work, he enjoys staying active, competing in a weekly cornhole league with neighbors, and cheering on his beloved Philadelphia sports teams—especially the Eagles. He also values time spent traveling with his family, most recently exploring Alaska together.Jason McGee is a seasoned financial professional with more than 21 years of experience in asset management, now dedicated to bringing institutional-level insight directly to individual investors and families. After two decades working alongside financial advisors, national accounts, and distribution partners across ETFs, mutual funds, and alternative investments, Jason has shifted his focus to helping clients make informed, confident financial decisions.
Throughout his career, Jason has guided advisors through a wide range of market environments by delivering clear insights, deep product knowledge, and practical portfolio solutions. His expertise spans portfolio construction, manager due diligence, and multi-asset investment strategies—allowing him to translate complex financial concepts into clear, actionable guidance tailored to each client’s goals.
Jason’s approach is grounded in integrity, education, and long-term partnership. He believes successful wealth management starts with understanding, and he is committed to helping clients stay focused through changing markets while building thoughtful, goal-aligned financial plans.
Jason earned a bachelor’s degree in Economics and International Business from Pennsylvania State University and an MBA with a concentration in Finance from Saint Joseph’s University. He holds FINRA Series 7, 63, and 65 licenses, as well as a Pennsylvania Life and Health license, and remains committed to ongoing professional development.
Jason resides in King of Prussia, Pennsylvania, with his wife, Jeanne, and their daughters, Madelyn and Eleanor. Outside of work, he enjoys staying active, competing in a weekly cornhole league with neighbors, and cheering on his beloved Philadelphia sports teams—especially the Eagles. He also values time spent traveling with his family, most recently exploring Alaska together.
