Broker Check
Jason J Maile

Jason J Maile

Certified Financial Planner™, Senior Partner

Jason joined Jacobi Wealth Advisors in 2017, and has over 10 years of experience in the financial services industry. He is a member of the firm’s Executive Committee, and works as a Senior Wealth Advisor in our Philadelphia Region, where he delivers customized planning and wealth management solutions to executives, business owners, professionals and families.

Jason is a Certified Financial PlannerTM. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as required adherence to the CFP Board's Standards of Professional Conduct, which are rigorously enforced. The designation also requires continuing education which is monitored by the CFP Board on a regular basis.

Jason graduated from the University of Pittsburgh where he received a Bachelor of Arts Degree in Business & Economics. While at the University of Pittsburgh he was a starter for the men’s basketball team and later went on to play eight years of professional basketball in Spain, Germany, Italy and the United States. In high school he was also named as Pennsylvania’s A-AA High School Basketball Player of the Year.

Jason resides in King of Prussia, PA with his wife and two daughters.