Jason Waxler

Jason D. Waxler  began his career as a Eurodollar and Fed Funds trader while pursuing his MBA at the NYU Stern School of Business. After earning his MBA in 1987, Jason joined Smith Barney on their OTC equities trading desk. In 1990, he transitioned to become an independent commodity trader on the floor of the NY Board of Trade, where he traded and made markets in commodity futures and options. His expertise led exchange members to frequently seek his advice on personal financial decisions, prompting Jason to start his advisory practice.

For the past decade, Jason has dedicated his career to working with individuals, families, and small businesses to develop wealth strategies tailored to today's rapidly evolving world and challenging investment environment. From opening initial investment accounts to establishing trusts for tax planning or generation-skipping wealth transfers, Jason collaborates closely with his clients to articulate the risks they face and evaluate expected gains. He brings a deep sense of commitment to the process, understanding that the financial strategies pursued today will have profound impacts on the quality of life his clients and their families will experience for years to come.

In 2025, Derek became a principal of the firm.