Jason M. Lamendola

Associate

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

Jason graduated from Valley Forge Military Academy & College in 1998 and The Virginia Military Institute, Lexington, VA in 2002 with degrees in Business and Economics. Jason began his career at Keystone Financial Management in October of 2002 and has since earned several honors: including Keystone’s Leading New Associate Award in 2004, Outstanding Performance Award in 2009, the John Hancock President’s Conference & Achieving Client Excellence (ACE) Recognition in 2004, 2007- 2009 and qualified for Million Dollar Round Table (MDRT) in 2008 and 2009. Jason’s focus include Retirement, Investments, 529 College Savings Plans, Life Insurance, Business Succession Strategies and Estate Conservation Strategies. His background has provided him with a strong work ethic and strict attention to detail. He is currently furthering his education to  obtain his MBA at Pennsylvania State University. Jason resides in the Lehigh Valley with his Wheaten, Shamus, and can be found working off some of his excess energy on the golf course or at the fitness club.