Jason partners closely with clients to bring clarity and organization to their financial lives, helping them navigate important decisions with confidence and align their wealth with both their current priorities and long-term goals. Known for his thoughtful, steady approach, he provides practical guidance grounded in strong planning fundamentals and a commitment to doing what is in each client’s best interest.

In his role as a financial planner, Jason manages client relationships and leads ongoing review meetings, ensuring each plan remains aligned as life evolves. As a Partner, he is actively involved in the firm’s strategic direction while also overseeing day-to-day operations. In addition, as Chief Compliance Officer, he helps ensure the firm upholds the highest regulatory and fiduciary standards across all aspects of its work.

Jason joined the firm in 2004 and became a Partner in 2011. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy® designations. In 2016, he was recognized by Columbus Business First as a Forty Under 40 honoree for his professional achievements and contributions to the community, and he has also been recognized as a Five Star Wealth Manager Award recipient for nine consecutive years.

Jason and his wife, Abby, are both originally from Northeastern Ohio and graduates of The Ohio State University. Abby is a third-grade educator in the Dublin City School District. They have two sons, Gus and Milo, and enjoy spending time together traveling, attending concerts, staying active, and being with family and friends. Jason also coaches his sons in various sports, while Abby enjoys supporting them from the sidelines. The Farris family resides in Clintonville.

Jason approaches each client relationship with a strong sense of responsibility and care—helping clients stay aligned with what matters most, both today and over the long term.