Jason McElwee

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Managing Director Corporate Development, Co-Founder

Mariner Wealth Advisors

Mar 2020 - Current (6 years 5 months)
Managing Director of National Sales

Tortoise

Oct 2016 - Mar 2020 (3 years 6 months)
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Managing Director, National Sales

Montage Investments

Jan 2013 - Sep 2016 (3 years 9 months)
Co-Founder / Partner and Senior Wealth Consultant

Mariner Wealth Advisors

May 2006 - Dec 2012 (6 years 8 months)

• Successfully maintained and enhanced a large network of clients, prospects and business partners • Implemented investment solutions to solve client needs • Helped drive sales among wealth advisory and retirement plan services lines of business • Surpassed challenging organic growth revenue goals • Enhanced understanding of broker/dealer and registered investment advisor channels • Gained an in-depth knowledge of alternative investment solutions and how to position them for success in client portfolios • Awarded the Accredited Investment Fiduciary (AIF®) designation for the completion of a specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies • Recognized multiple times as a Five-Star Wealth Mana
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Senior Vice President

AG Edwards

Jan 1995 - Apr 2006 (11 years 4 months)

• Provided customized wealth management solutions for public and private corporations, high-net-worth individuals and their families, and charitable organizations • Drove sales to the organization

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