Brix Partners, led by Jason Feldman, is a financial services practice based in New York, NY. With over 32 years of experience, Jason specializes in providing personalized financial and investment advice, retirement planning, and estate planning services to meet the unique needs of each client. He holds prestigious designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Long-Term Care (CLTC), ensuring in-depth knowledge of key financial planning disciplines. Brix Partners is committed to helping individuals achieve their financial goals and offers a range of solutions tailored to their specific circumstances.
Jason Feldman's extensive background includes working as a wealth management advisor at Northwestern Mutual and serving as a stockbroker at boutique firms, managing assets for both retail and institutional clients. He graduated from Duke University with a B.A. in Economics and Public Policy. In addition to his professional pursuits, Jason enjoys traveling, art, music, sports, and cooking with his children. Brix Partners is licensed and registered to offer products and services in multiple states, providing clients with comprehensive financial solutions and guidance.
Generated from the website