Jason MacGregor, CEPA^®, AIF^®

Jason MacGregor has been working as a financial advisor since 1993. Earlier in his career, Jason gained extensive experience working for a large full-service brokerage house and a regional investment firm. In 2009, Jason co-founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm.  He is one of the firm’s Portfolio Managers, overseeing the construction, monitoring, and rebalancing of client portfolios, leveraging data-driven insights and market research to optimize performance. Jason is committed to developing and managing investment strategies that align with the client’s financial goals. 

Jason is also an Accredited Investment Fiduciary^® (AIF^®), underscoring his understanding of fiduciary standards and how they apply to investment management.   He is also a Certified Exit Planning Advisor^® (CEPA^®) allowing him to help business owners plan for the successful transition or sale of their company.   

Jason earned his Bachelor of Arts degree from Syracuse University.  Jason holds the Series 65 license as an Investment Adviser Representative of Minich MacGregor Wealth Management.  He actively participates in industry conferences and continually researches and studies market and financial trends to enhance the service provided to our clients.

Outside of the office, Jason enjoys spending time with his family, playing soccer, golf, and skiing. He is also a committed member of his community and is involved with several local non-profit organizations.

Jason’s expertise spans a variety of financial domains, including Series 65, Life and Health Insurance, Certified Exit Planning Advisor^® (CEPA^®), and Accredited Investment Fiduciary^® (AIF^®). These qualifications collectively enable him to offer comprehensive and personalized financial guidance, ensuring that he can provide you with tailored solutions and expert advice across the entire financial landscape.