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Name
Jason Pueschel, Alternative Wealth Management
Title
Managing Director
Bio
Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. With a focus on Internal Revenue Code tax incentives, Jason provides unique strategies to create efficient transitions of real estate and capital.
Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus. At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program. As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DST's) and 1031 focused real estate investment programs.
Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance. He has held his FINRA Series 7 and 63 Licenses since 1993.
While teaching courses on IRA distribution strategies and the mechanics of IRC Section 1031 exchange; Jason has assisted many real estate owners in the deferral of taxes and successful completion of 1031 transactions. Jason has been a frequent guest speaker at industry events, sponsor of the Financial Planning Association and other industry trade organizations, as well as a contributor of educational articles to leading investment publications.
Jason lives in Hebron, CT with his wife Andrea and son Dylan. He is an avid supporter of youth education and services, helping to establish the Hebron Education Foundation; a 501(c)3 non-profit organization created to provide supplemental funding for the Hebron, CT public school system; acting as Chairman and President. Jason has also been a leader in the Boy Scouts of America; acting as Scoutmaster for Troop 28; where they have one of the highest Eagle graduation rates in the state. He enjoys mountain biking on country trails, live music, and travel.
Jason Pueschel is a Registered Representative of Patrick Capital Markets, LLC, Member FINRA/SIPC
Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus. At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program. As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DST's) and 1031 focused real estate investment programs.
Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance. He has held his FINRA Series 7 and 63 Licenses since 1993.
While teaching courses on IRA distribution strategies and the mechanics of IRC Section 1031 exchange; Jason has assisted many real estate owners in the deferral of taxes and successful completion of 1031 transactions. Jason has been a frequent guest speaker at industry events, sponsor of the Financial Planning Association and other industry trade organizations, as well as a contributor of educational articles to leading investment publications.
Jason lives in Hebron, CT with his wife Andrea and son Dylan. He is an avid supporter of youth education and services, helping to establish the Hebron Education Foundation; a 501(c)3 non-profit organization created to provide supplemental funding for the Hebron, CT public school system; acting as Chairman and President. Jason has also been a leader in the Boy Scouts of America; acting as Scoutmaster for Troop 28; where they have one of the highest Eagle graduation rates in the state. He enjoys mountain biking on country trails, live music, and travel.
Jason Pueschel is a Registered Representative of Patrick Capital Markets, LLC, Member FINRA/SIPC
