Jason Kormes

About Jason
As a Financial Services Representative, Jason helps his clients with their protection and investment needs. Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, he acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications

• Prior to joining the financial services industry in 2019, Jason worked as a Manager at Limited Unlimited Jewelers and as a Mortgage Loan Originator at Residential Home Funding Corp. developing a strong sales background
• He then worked at Prudential as a Financial Professional before coming to Barnum Financial Group
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 6 and 63 Securities Licenses

Personal

• Graduate of State University of New York at Delhi with an Associates in Applied Sciences
• Currently resides in Carmel, NY
• Outside of work, he enjoys attending one of his son’s various sporting events or meeting new people at networking events

I am licensed and registered to offer products and services in NY. Licenses will vary. Domiciled in NY. 

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