Jason Marcus has been part of Bluestar AMG since March 2020, bringing energy, versatility, and a people-first mindset to the team. With seven years of experience in financial services, he previously worked with IPP – Investment Protection Planning, part of the Expat Advisory Group.

Jason holds several financial qualifications including CISI Level 2, CEILI, and PCEIA. Originally from New York City, Jason began his professional life in commercial music before pivoting into finance, a career shift that’s allowed him to continue working closely with people, but in a profoundly different (and rewarding) way.

“Don’t count your chickens before they are hatched.”

Jason thrives on the human connection side of wealth management—the variety of clients, the stories they bring, and the opportunity to help them reach their financial goals. His proudest achievement so far? An exceptional run of client closings at the end of 2022 into 2023.

Outside the Office:

Jason loves spending time with his wife and her family, staying active in the gym, and diving into music and movies. Known for his no-nonsense punctuality and solid work ethic, he balances discipline with fun in both life and work.

Described in three words? Fun. Hard-working. On-time.