Jason Goncz, Wealth Manager

Jason has worked with families, professionals and businesses to develop strategies that help them pursue their, short, medium and long-term financial goals.  He uses a personal approach to planning that works to minimize risk while meeting the unique needs of his clients.  Jason works to give each client a specific wealth management strategy, designed to pursue identified goals.  Leveraging the investment resources of JK Investment Group, he can offer access to specialists and research to better support his clients.

Jason joined JK Investment Group in 2019 bringing with him over 22 years of industry experience. He has worked with Fortune 500 companies as well as regional businesses.  He brings this wide range of experience to better understand his client’s needs and objectives.

Prior to his career as a Wealth Strategist, Jason attended The Ohio State University.  He lives in Lewis Center with his wife Daniele and three children.  He enjoys spending time with his family, playing golf and cheering on The Ohio State Buckeyes.

Check the background of this investment professional on FINRA’s BrokerCheck