Client Service Associate
Jason Larochelle is a Client Service Associate with XML Financial Group. Jason is an experienced professional with a focus on providing exceptional service to individual clients as well as the wealth advisors he supports. He prides himself on ensuring client needs are being met as well as being a strong problem-solver when needed to be.
Jason has been in the financial services industry since 2006. Prior to his roles as a Client Service Associate for other wealth management firms, he was with Calvert Investments for over 10 years, both in Client Services and Securities Operations. Jason brings a wealth of experience and knowledge from his prior roles.
Education & Philanthropy
Jason is a graduate of the University of Maryland with a Bachelor of Arts in economics.
A lifelong resident of Montgomery County, Maryland, Jason currently resides in Clarksburg, MD with his wife. When he’s not in the office, he can be found out on the golf course or traveling with his wife.
Podcasts, articles, financial news and more!learn More