Jason McElwee, AIF®
Designations and Licenses
Jason is an Accredited Investment Fiduciary® designee.
Experience and Education
Jason is part of the corporate development team that includes the strategic lift-out of advisors and teams, assessing and identifying key talent for recruiting, as well as RIA firm acquisitions across the U.S.
Jason is a cofounder of Mariner Wealth Advisors. Prior to starting the firm in 2006, he was a senior vice president at A.G. Edwards & Sons. At Mariner Wealth Advisors, he was not only a cofounder, but a partner and senior wealth consultant. Jason went on to become managing director of national sales at Montage Investments. Backed by Mariner Holdings, Montage Investments was a company with more than a dozen alternative asset managers under its wing. Before rejoining Mariner Wealth Advisors in 2020, Jason was head of distribution at Tortoise Capital Advisors.
Jason has a bachelor’s degree in marketing from Pittsburg State University.
Jason is currently on the board of directors for the Band of Angels. He is also a former board member of the Salvation Army, YMCA, the Pittsburg Chamber of Commerce and the United Way.