Location

Full Address

100 Century Pkwy, Mount Laurel Township, NJ, USA

City

Mount Laurel

State

NJ

About

Biography

I have worked in financial services since graduating from The Pennsylvania State University Smeal College of Business with an Accounting degree in 1992. From there, I spent 3 years as an auditor for Deloitte & Touche.

In 1997 and after many interviews on Wall Street, my path led me to my backyard of Philadelphia, where I was hired as a junior financial advisor at a small boutique financial planning and wealth management firm. While there, I earned my MBA in Finance at the Temple University Fox School of Business. I soon rose to Vice President and eventually became a Partner.  My main roles included financial planning, business development, wealth management, client service, and tax and insurance planning. In 2005, I earned my CFP®.  My clients included privately held business owners, physicians, C-level executives, professional athletes, and entertainers. After 22 years at Abacus Wealth, I left in 2019.

Having seen first-hand the financial struggles, poor decision making, and bad advice often provided to athletes, I formed a sports and entertainment management firm, Off Court Management, to provide consulting services, tax return preparation and philanthropic consulting.

Amidst a global pandemic and stock market sell off, in 2020, I decided to form Full Court Strategic Wealth, LLC, a New Jersey registered investment advisory firm (RIA).  This would allow me to utilize my CFP® once again to provide objective and tailored investment management and comprehensive financial planning to a diverse clientele focusing on their long-term financial success.  I often recommend they take necessary and difficult steps to achieve their stated goals knowing that financial security is not a sprint rather a marathon. I pride myself on not only listening to my clients but truly hearing what their wants and needs are so I can best help them achieve what truly matters most to them, be it financial or something else.

Having gone through a difficult and expensive divorce and seeing firsthand how financially, emotionally, and energetically draining divorce can be, I want to help clients navigate the process with guidance, facts, and realistic financial outcomes.

I am a Certified Divorce Specialist (CDS®), a member of the FPA, NAPFA and the National Association of Divorce Professionals.

My family resides in Marlton, NJ. I have always been active in national and local community service. I love traveling, fitness training, playing with my dog and creating life’s moments with my kids.

Profession

NADP Category

Financial

Financial Profession

Financial Advisor / Planner / Analyst / Wealth Manager

Title

President

Business Name

Full Court Strategic Wealth

Contact

Experience

Company

Full Court Strategic Wealth

Job Title

President

Location

Mt. Laurel, NJ

Start Month

August

Start Year

2020

End Month

Present

Company

Abacus Wealth Partners

Job Title

Principal

Location

Philadelphia, PA

Start Month

January

Start Year

1997

End Month

July

End Year

2019

Company

Off Court Management Group

Job Title

President

Location

Mt. Laurel, NJ

Start Month

August

Start Year

2019

End Month

Present

Education

School/University

The Pennsylvania State University Smeal College of Business

Degree

B.S.

Field of Study

Accounting

Start Year

1989

Year Graduated

1992

School/University

Temple University Fox Business School

Degree

M.B.A.

Field of Study

Finance

Start Year

1997

Year Graduated

1999

Details

First Name

JASON

Last Name

COLE

Username

jcole823