Jason J. Topi CRPC

Investment Advisor Associate

Phone: 315-738-4580
Email: jtopi@mgriffithinc.com

Jason is an Investment Advisor Associate with Evans Retirement Advisors at M. Griffith Investment Services. He joined the firm in 2009 after serving with Merrill Lynch and HSBC Securities. Jason brings more than ten years experience in financial services and higher education financial development to the Evans team. Throughout his career, Jason has specialized in providing comprehensive financial solutions to successful professionals and small businesses. 

Jason holds a BA from Hamilton College and has pursued post-graduate studies at the Whitman School of Business at Syracuse University. He is Series 7 & 66 registered, and is a Chartered Retirement Planning Counselor. He holds a Variable Life/Variable Annuities license; and a Life, Accident & Health license. Jason provides fee-based investment management services; individual retirement & estate planning; and life & long term care insurance.

Jason provides consultation to a number of not-for-profit organizations, and lives in Clinton with his wife, Sharon, and their four children, Andrew, Caitlin, Ethan and Benjamin.