Jason Apruzzese, CRC^®

Jason Apruzzese is a Financial Advisor with Osaic Institutions, Inc and Senior Vice President at Ion Investments.  With 17 years of experience in wealth management, Jason has helped clients navigate not only the longest bull market in history but also two severe bear markets.  Jason believes in a holistic, process-driven approach that is centered around each of his client’s unique needs.  This approach develops long lasting successful relationships with his clients.  The core tenants of his planning are:

• Asset management
• Risk management
• Retirement income planning
• Access to Estate planning¹
• Small business planning
• Employee benefits

As an accredited Certified Retirement Counselor®, Jason maintains an adherence to a code of ethics and a commitment to the retirement planning profession.  Additionally, he holds Series 6, 63, 65, and 7 registrations and Life and Health insurance license.  Jason lives in New Hartford with his wife Kristen and sons Miles and Owen.  In his spare time, he enjoys coaching high school soccer and is an avid skier.