Jason Hyde has been a Financial Advisor since 2002. He has previously worked at leading financial services firms such as Wells Fargo Bank and Oppenheimer and Company. He joined MONECO in 2015.
As a Financial Advisor at MONECO, Jason works with individuals, households, and small businesses to help them manage their personal and financial goals. Jason uses an in-depth fact finding process to understand each client’s financial needs, goals, and risk tolerance. This process allows Jason to develop an appropriate investment plan for his clients that ensure those needs are addressed.
He believes the most important aspect of his role is to get to know his clients on a personal level and create relationships that last for years to come. This enables him to make recommendations that are in the best interest of the client, his/her family, and their collective goals.
He is a graduate of West Virginia University with a B.S. in Finance and holds the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63) through LPL Financial, and the Uniform Investment Adviser Law Examination (Series 65) with MONECO Advisors.
Jason lives in Fairfield, CT with his wife Bridget and his two young children, Evan and Adam.
Get to Know Jason...
Favorite part about working at MONECO: Working for MONECO gives me the best of all worlds when working with my clients. We are big enough to help our clients efficiently, but nimble enough to really have a relationship based Financial Advisory practice.
Way to spend time outside of the office: Fishing with my boys, and spending a lot of time untangling fishing line knots...
Biggest challenge at MONECO: Constantly striving to make sure our clients know we genuinely care. We want to ensure that they always feel as though they are not just an account number, but people with personal goals and concerns.
Most enjoyable aspect of financial advising: My clients. I'm grateful that I get to work with and try to help wonderful people every day.
Quotation: "I know God will not give me anything I can't handle. I just wish He didn't trust me so much." -Mother Teresa
Vacation: Cape Cod
TV Show: “Alaska: The Last Frontier”
Genre of Music: Rock
Sports Team: The WVU Mountaineers!
Jason has also authored the book, Career Fulfillment Found, and is a motivational speaker for networking groups and unemployed professionals.