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Jason Wallach is an Advisor of Jones Lowry specializing in advanced life insurance strategies. Jason advises 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 solve their unique needs. Jason applies a global perspective and the firm’s values-driven approach to help integrate all aspects of his clients’ wealth planning.
Before joining Jones Lowry, he was a Financial Advisor and 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 licenses as well as life, health, and annuity licenses. He is involved with United Way, Make-A-Wish Foundation, and is an IMPACT Ambassador for the Joe DiMaggio’s Children’s Hospital. Some of Jason’s hobbies include golfing, playing soccer, fishing, snowboarding, and traveling.