Jason M. Kurz is a Senior Financial Advisor and Executive Vice President at American Investment Planners. With 18 years of experience as an Investment Adviser Representative, Jason has been providing financial planning and wealth management services to high-net-worth individuals, nonprofits and small to mid-sized businesses.
Throughout his career, Jason has cultivated his experience in asset management, an integral component of comprehensive financial planning. He collaborates closely with clients to create diversified* investment portfolios that align with their risk tolerance and investment goals, with the goal of preserving their assets and generating income. Jason takes pride in his personalized approach, tailoring financial plans to meet each client’s unique needs.
In addition to personal and corporate wealth management, Jason focuses on designing and implementing corporate retirement plans. He guides employers to help ensure compliance with the latest ERISA rules and regulations with the goal of empowering employers and employees with the knowledge to make informed investment decisions. Jason also collaborates with independent attorneys and CPAs to develop and implement customized estate plans, to help provide a seamless approach to retirement and estate planning.
Before joining American Investment Planners, Jason began his investment advisory career at Smith Barney/Citicorp Investment Services in Mineola, NY. He later joined Dreyfus, a BNY Mellon Company in Uniondale, NY. In 2007, he became a Registered Investment Advisor Representative at Signature Securities Group, where he and his team managed over $1.1B in assets for 16 years.
Jason cherishes moments spent with his wife Jennifer and three children. Additionally, he has served as a volunteer firefighter for 14 years.
*Diversification is an approach to help manage investment risk. Diversification does not guarantee against investment loss. Past performance does not guarantee future results.