• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

Our Team

Jason Larochelle

Client Service Associate Contact Me

Jason Larochelle is a Client Services Associate with XML Financial Group. Jason is an experienced professional with a focus on providing exceptional service for individual clients. In addition to his experience as a CSA with other wealth management firms, he was with Calvert Investments for over 10 years, both in Client Services as well as Securities Operations.

Education & Philanthropy

Jason graduated from the University of Maryland with a Bachelor of Arts degree in Economics.

 

get in touch
We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Jason Larochelle is a Client Services Associate with XML Financial Group. Jason is an experienced professional with a focus on providing exceptional service for individual clients. In addition to his experience as a CSA with other wealth management firms, he was with Calvert Investments for over 10 years, both in Client Services as well as Securities Operations.

Education & Philanthropy

Jason graduated from the University of Maryland with a Bachelor of Arts degree in Economics.