Jason Monitto is a Financial Professional and client transition specialist at The Breslin Group within Ladenburg Thalmann’s Private Client Services division. Jason’s expertise streamlines the account transferring and opening process while establishing relationships with high net worth individuals. He started his career at Ladenburg in 2000 and partnered with Alex Breslin (Managing Director of Ladenburg Thalmann) in 2008. Today he is instrumental in expanding The Breslin Group. By developing and implementing a program called “The Process,” he has helped make a client’s experience at Ladenburg simplistic and comfortable, as well as highly service oriented. Together with their high level of professionalism and knowledge in the financial services industry, they have created a recipe for a very exciting and pleasurable experience.
Jason is licensed to handle many areas of your financial needs, holding licenses for General Securities Representative (Series 7) and Uniform Securities Agent (Series 63). Jason currently resides in Long Island, New York, with his wife Stephanie and two children. He is a devoted runner/athlete and enjoys sport fishing. He has participated in many charitable organizations and is currently an advocate and member of the Multiple Sclerosis Foundation.