Jason Chaffee

Experience and education

Jason works with referral partners and prospective clients to understand their financial needs and connect them with the appropriate resources and expertise at Mariner. He also helps clients explore Mariner’s investment strategies and solutions. In his role, he collaborates with the Mariner Institutional advisory team to ensure prospective clients receive thoughtful, coordinated guidance throughout the process.

Prior to joining Mariner, he was a qualified plan consultant at Melton Wealth Partners. He designed, sold and serviced a 100+ Qualified Plan book of business with an emphasis on partnering with private wealth advisors to service their business owner clients. Prior to that, he was a senior retirement consultant at Empower where he specialized in the consultative sale of terminated employee rollover dollars into proprietary IRAs through inbound and outbound calls.

Personal interests

Jason golfing and spending time with family and friends.