Jason Cole

As Managing Director of Abacus Wealth Partners, Philadelphia, Jason provides comprehensive wealth management services to athletes, coaches and entertainers. With both finance and accounting backgrounds, Jason's specialties include disability (pre and post-draft) insurance, tax law, cash flow budgeting and investment portfolio management and research. Additionally, he provides his clients with the wealth of opportunities and contacts he has acquired so that he can aid in shaping his clients’ personal success and community leadership both on and off the field.

Being a fee-only advisor, Jason has no ties to any sales products which allow him to be completely objective with his client's finances. Jason received his B.S. in Accounting from Pennsylvania State University in 1992, his M.B.A. in Finance from Temple University’s Fox School of Business and Management in 1999, and earned his CFP® in 2005.

Giving back to the community is a priority as he serves as a Board Member of both Jewish Federation Early Learning Services and The Adam Taliaferro Foundation (benefiting injured athletes). He serves on the Executive Committee of Jewish Federation Real Estate (JFRE) and serves on the National Young Leadership Cabinet of Jewish Federation.

Abacus Wealth Partners has a national client base. The firm has over $900 million in assets and is privately-owned. They have been named by Worth Magazine as one of the top 100 financial advisors in the country for the past six years.