Joining 1847Financial as Senior Advisor in 2016, Jason has more than 22 years of experience in the financial services space. Advising clients who have amassed a level of wealth that affords them particular opportunities in life, his industry expertise allows him to focus on investment strategies, portfolio construction and overall protection of wealth.
Prior to partnering with 1847Financial, Jason served as Senior Advisor with Philadelphia-based Firstrust Financial Resources, a financial services firm offering wealth management services to families, businesses and non-profit organizations.
Building his practice on the core values of integrity, trust and accountability, Jason is most passionate about being a trustworthy and vital component to the financial longevity of his clients. Using a client-centric approach to build lasting relationships with his clients, it’s Jason’s goal to afford his clients peace of mind, knowing that they have an advisor vested in their best interest, with the capability to build financial security for each stage of their lives.
Mr. Zwiebel received his B.A. in Political Science and Economics from The Ohio State University, his studies allowing him the aptitude to comprehend finance and how it relates to clients in their daily lives. Jason is an advocate of, and provides support annually to, the Jewish Adoption and Family Care Options organization, the Children’s Hospital of Philadelphia, and the Jewish Relief Agency. He resides in Radnor, PA with his wife and two children.