Investment Advisor Representative
Jason originally started his career in 1996 as a tax preparer. Soon afterward he joined Sustar Financial Group to work alongside his dad, Terry Sustar, offering pre-retirees and retirees comprehensive financial plans and helping them to make better decisions regarding their money. Jason is licensed in Ohio for Life, Health, and Long Term Care. He holds his Series 7 Securities license and the Series 66 Investment Advisor Representative registration with the ability to handle stocks, bonds, mutual funds, CD’s, and annuities through some of the largest financial institutions in the nation.
He has spoken at local seminars designed to educate retirees and pre-retirees on a variety of topics including: How to maximize their Social Security benefits by choosing the proper time and way to take those benefits, how to possibly reduce or eliminate taxation of Social Security benefits, IRA distribution planning, Long Term Care alternatives, and strategies providing the ability for income and savings to last a lifetime.
Jason was born, raised, and now resides in Wooster with his wife and their four children. Over the years he has been active in the community including having served as a Board Member of the Wayne County Pregnancy Care Center for over 3 years, and as the athletic director at his local church for over 4 years, where he organized and participated in various sports activities for both youth and adults. He is currently enjoying coaching his kid’s local sports teams and supporting their drama clubs, choir, ballet, and various other school activities. Some of his favorite hobbies are photography, running, playing any type of sport, hiking, camping, and most importantly, relaxing and spending time with his family.