Jason Konskier
Financial Advisor at CoastalOne- Claim this Profile
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Bio
☆Eric Sigman☆
I was fortunate to be Jason's HS math teacher. Though it has been awhile since I have taught him, I always remembered him as being an absolute pleasure to have in class. His work ethic, intelligence and sense of humor led him to be successful in my 9th grade class and in subsequent math classes. Undoubtedly, I knew he was destined for success and would be a great asset to any organization.
☆Eric Sigman☆
I was fortunate to be Jason's HS math teacher. Though it has been awhile since I have taught him, I always remembered him as being an absolute pleasure to have in class. His work ethic, intelligence and sense of humor led him to be successful in my 9th grade class and in subsequent math classes. Undoubtedly, I knew he was destined for success and would be a great asset to any organization.
☆Eric Sigman☆
I was fortunate to be Jason's HS math teacher. Though it has been awhile since I have taught him, I always remembered him as being an absolute pleasure to have in class. His work ethic, intelligence and sense of humor led him to be successful in my 9th grade class and in subsequent math classes. Undoubtedly, I knew he was destined for success and would be a great asset to any organization.
☆Eric Sigman☆
I was fortunate to be Jason's HS math teacher. Though it has been awhile since I have taught him, I always remembered him as being an absolute pleasure to have in class. His work ethic, intelligence and sense of humor led him to be successful in my 9th grade class and in subsequent math classes. Undoubtedly, I knew he was destined for success and would be a great asset to any organization.
Experience
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CoastalOne
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Nov 2021 - Present
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Certified Financial Planner
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Sep 2020 - Aug 2021
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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2012 - Sep 2020
As a financial advisor, Jason’s approach to wealth management is consultative, objective and committed to excellence. He prides himself on his ability to listen to and interpret clients’ ideas about their financial situations, preferences and goals and he then uses the vast resources of Merrill Lynch to help them explore a wide range of possible strategies. Jason and his team work on a subjective basis to customize an investment plan for each customer’s goals and objectives. He holds both series 7 and 66 licenses and is also a licensed producer for Life, Health and Variable annuities. Jason has also earned the Certified Special Needs Advisor (CSNA) professional designation. (Certified Special Needs Advisor (CSNA) designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.) Prior to joining Merrill Lynch Jason began his career in the financial services industry in 2009 as a broker for one of the world’s leading brokerage firms, GFI group. GFI is an award winning international financial conglomerate that has interests in fixed income, equities, financials and commodities. Jason’s experiences in providing service for clientele from around the world amplified his desire to be able to do more for the people he worked with in regards to their own personal finances. Jason is extremely passionate about his professionalism and has a drive that leaves him continuously looking for ways to improve his established relationships while also being open to any new opportunities Jason graduated from Binghamton University with a B.A. in Economics and currently resides in Westchester County. He is an enthusiast for fine dining as well as an avid sports participant. To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the Special Needs Financial Services section of TotalMerrill.com Show less
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GFI Group
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Vietnam
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Technology, Information and Media
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1 - 100 Employee
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Broker
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Oct 2009 - Jan 2012
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Education
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2005 - 2009
Binghamton University
Bachelor's degree, Economics
Community
