Jason M. Lamendola, MBA (Allentown)

Financial Planner

Phone: 610-530-2112 ext. 276
Fax: 610-530-8672

Jason is a graduate of Valley Forge Military Academy & College.  Upon graduating high school he attended The Virginia Military Institute earning Bachelor’s degrees in Business & Economics.  He later went on to obtain his MBA with a concentration in Finance from The Pennsylvania State University, Smeal College of Business.

With over a decade of experience in the financial services industry Jason has been the recipient of several honors: including Keystone’s Leading New Associate Award, Outstanding Performance Award, and Special Recognition Award. To continue Jason is a five time ACE Qualifier (Signator Investors President’s Conference & Achieving Client Excellence).  He has also qualified for the Million Dollar Round Table (MDRT) five times throughout his career. MDRT is a globally recognized association comprised of some of the world's leading life insurance and financial services professionals across the globe. “MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.”

The focus of Jason’s financial planning practice includes Retirement, Investments, Managed Money, Life Insurance, Business Succession Strategies and Estate Conservation Strategies.