JASON J. TOBIAS
Director of Financial Services
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214.420.7110 | jason@triwealthllc.com
Jason has been in the financial services world since 2001, joining Kirk Quaschnick and the team in June of 2012. He currently serves as the Director of Financial Services, and Associate Financial Advisor. He is a valued member of the Tri Wealth family serving the advisory team and their clients as their Wealth Management Coordinator.
Jason attended the University of Texas at Arlington. He holds the FINRA Series 7 and 66 Securities Licenses, and Texas General Lines Life, Health, and Annuity Insurance Licenses. Jason is also working toward continuing his education through the American College.
When he’s away from the office, Jason enjoys sports, the outdoors and spending time with his family. Jason and his wife, Grace, reside in McKinney, Texas with their three teenage sons and small rescue dog, Jersey.