Jason Roney, CFP®

Jason began his career with The MONY Group in 2000 as a Financial Professional, focusing on income protection and investment strategies. In 2004, following AXA Equitable's acquisition of The MONY Group, he transitioned to AXA/Equitable Advisors, where he continued to expand his practice and enhance his acumen. Throughout his career, Jason has prioritized advancing his industry knowledge and skillset, evolving into a comprehensive wealth planner.

Jason holds a Bachelor of Science in Business Management from West Chester University, awarded in 2000. He achieved the CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP Board in 2017 and obtained a Holistic Financial Coach certificate from Columbia University in 2022.

Jason believes in meeting clients where they’re at and empowering them to pursue their best future.

_{CFP(r), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo) are the certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.}

_{Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah,}