Jason Harris

Born and raised in Northern Michigan, Jason now resides in Toledo, OH with his wife, Kristen, their three children—Madison, Ethan, and Logan—and their two beloved pets. As a seasoned Financial Advisor and Planner, Jason is deeply passionate about a client-first philosophy, delivering professional insights, personalized service and financial education. He believes that you can’t chart a path forward until you understand your financial past and the relationship you have with money. With a deep commitment to serving the unique needs of surgeons, Jason and the team at SCM provide specialized financial guidance to surgeons, their families, and their practices nationwide.

Expertise and Industry Leadership

Before discovering his professional home as a Financial Advisor, Jason honed his investment expertise as a stock and options trader. Through that work, he gained firsthand insight into how markets operate, how to navigate risk, how to manage taxes effectively, and why knowledge—of both investing strategies and tax laws—is essential for long-term financial success.

Jason currently holds certifications as Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Nonqualified Plan Consultant (NQPC™) and Chartered Retirement Planning Counselor (CRPC®).

Comprehensive Services

The core focus at Surgeons® Capital Management includes:

• Investment management
• Insurance solutions
• Tax and estate planning strategies
• Retirement plan creation
• Asset protection

Every client benefit’s from a team-based, individualized approach, ensuring that each financial plan is fully customized to their specific circumstances and goals.

Recognition and Community Involvement

An active member of Toledo Rotary, local chambers, and several community organizations, Jason is committed to giving back. He enjoys mentoring young people, supporting community initiatives, and helping others achieve their personal and professional goals. His leadership journey began early through Phi Sigma Kappa Fraternity, where he developed foundational leadership skills and continues to be involved as an engaged alumnus.

Educational Background and Personal Life

Jason earned his Bachelor of Science in Business Education from Ferris State University. Outside of work Jason enjoys being active in his kids’ school & sports life, golfing, and trips back home to northern Michigan.

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not provide tax, accounting, or legal advice or services. Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

California Insurance License #4293655
GE-5712632.1 (6/23) (Exp. 6/27)