Jason Straub

Jason Straub has a diverse work experience in the financial industry. Jason started their career as a Marketing Assistant at SHARP ADVISORS in 2014. Later that year, they joined Curian Capital as a Sales Desk Intern and later transitioned to the role of Internal Wholesaler in 2015. In 2017, they worked as a Relationship Manager at Trust Company of America before joining Merit as a Client Development Manager. In their role at Merit, they were responsible for planning and organizing workshops, building strong business relationships, designing and executing digital marketing strategies, and managing inventory. Jason has demonstrated skills in client development, relationship management, event planning, and marketing.

Jason Straub obtained a Bachelor of Science in Business Administration with a focus on Finance from the University of North Carolina Wilmington in 2013. Jason also holds additional certifications, including the Series 63, Series 65, and Series 7, which were granted by the Financial Industry Regulatory Authority (FINRA). The specific dates of attaining these certifications are unknown.