Jason Wallach

Jason Wallach


jmw@joneslowry.com  |  954.298.1127

Jason works with high net worth individuals, families, and their professional advisors on wealth transfer
strategies using innovative life insurance concepts as well as offshore Private Placement Life Insurance
and Annuity products to help solve their unique needs.

Before joining Jones Lowry, he was a Wealth Manager with AXA, a national financial planning firm. Jason also has extensive experience in commercial real estate lending. Jason spent 7 years helping high net worth individuals develop strategic partnerships and provided borrowers with a wide spectrum of products and capital solutions. Jason and his team were responsible for originating over $1.5 billion dollars in loans.

Jason graduated with honors from Florida State University with a bachelor’s degree in Finance and Marketing. He holds his FINRA series 7 and 63 securities registrations. as well as life, health, and annuity licenses. Some of Jason’s hobbies include golfing, playing soccer, fishing, snowboarding, and traveling.