Jason Graeb

Background

About Jason Graeb

About Me: As a seasoned 401(k) plan expert at J.P. Morgan, I dedicate my career to helping businesses optimize their retirement plans and supporting financial advisors in growing and sustaining their 401(k) business. With over two decades of experience, I bring a wealth of knowledge and strategic insight to the table. Expertise: • Corporate Retirement Plans • 401(k) Record Keeping Solutions • Advisor Growth Strategies • Plan Design and Administration Professional Experience: Throughout my career, I have partnered with more than financial advisors and over 500 plan sponsors, guiding them through the intricacies of retirement planning. My role involves crafting bespoke solutions that not only enhance business performance but also improve the retirement outcomes for employees. Credentials: • Series 7, 63, and 24 Licenses • C(k)P® Certified 401(k) Professional Education: • Bachelor of Science in Finance, Indiana University of Pennsylvania • Jason is among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Management Executive Education. Background: After moving from New York City to Los Angeles in 2008 to advance my career with The Hartford, I have continued to pursue my passion for helping advisors and businesses succeed. Raised in Pittsburgh, I am an avid Steelers fan and enjoy golf, traveling, fishing, dirt bike riding, and snowboarding in my free time.