Jason Brougham is a Client Service Manager and Associate Wealth Advisor at WealthPlan Advantage, where his primary role is providing clients a highly-personal level of service.

Jason helps clients with processing money flows, placing investment trades and ongoing operational and administration support. Jason joined WealthPlan Advantage in September of 2019 where he started as an Administrative Assistant. Jason has since obtained his FINRA Series 7 and Series 66 licenses.

Jason was introduced to WealthPlan Advantage and Greg Nardolillo in his Senior year of college. Jason attended Susquehanna University and graduated in 2019 with a bachelor’s degree in Finance. During his time at Susquehanna, he was a member of the football team where he played Safety and was selected team captain his Senior year.

Jason’s hobbies include pickleball, golf, and watching the Dallas Cowboys. He currently resides in Morristown, NJ.

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