Jason P. Clark, MBA

Education and Experience

Jason graduated from the University of Wisconsin La Crosse with a degree in Finance and has completed his Masters of Business Administration.

Before joining Work Optional,®   Inc., Jason began his career at A.G. Edwards working in institutional securities. He continued his career with Smith Barney, where he began working more directly with clients.

Jason holds a Series 63 State Securities Law License, Series 7 General Securities Representative, as well as the Minnesota Life, Accident & Health Insurance Licenses.

Jason’s continuing education includes completing the Financial Planning Certificate Program through Mankato State University. Additionally, Jason is on the Saint Michael Catholic Finance Committee.

Lifestyle

Jason enjoys spending time with his wife Nicole and their two sons Macallister and Landon; he enjoys reading, playing basketball, hunting, and weight training.