Jason L. Slade is a Founding Partner and Financial Advisor at Legacy Wealth Group, where he helps individuals, families, and business owners build, manage, and transition their wealth with confidence. With nearly three decades of experience in the financial services industry, Jason is known for his thoughtful approach to retirement planning, comprehensive wealth management, and strategic business exit planning.
Jason began his career in 1997 and has since dedicated his work to guiding clients through some of the most important financial decisions of their lives. His philosophy centers on creating personalized strategies that align with each client’s long-term goals, helping them pursue financial independence while protecting the legacy they are building for future generations.
He holds a Bachelor of Arts in Economics from Brigham Young University and an MBA from Arizona State University. Jason maintains several industry licenses, including Series 7, 63, 65, and 24, allowing him to provide a wide range of investment and advisory services.
Outside of the office, Jason enjoys spending time with his family, playing sports with his children, traveling, cheering on BYU athletics, and serving at church. He is the proud father of four children—Devan, Cayden, Avery, and Abby—and husband to his wife, Tasha.
