Jason Bayuk, CFP®
Financial Advisor | Financial Services Executive | Investment Advisor Representative
As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning.
Jason is part of a team of financial professionals that provides strategic advice that is integrated, comprehensive, and customized for each client. Each member contributes specialized perspectives and expertise. Together they strive to preserve and grow each client’s wealth while helping them make the best long-term decisions through a portfolio management process based on disciplined planning and analysis of their overall financial situation. They also develop income and asset protection strategies utilizing life insurance, disability income insurance, and long-term care insurance.
Jason is a sought after presenter and passionate educator delivering financial literacy programs at major corporations across the country. He earned a Bachelor of Science degree in economics from New York University. Jason has previously worked as a reinsurance broker and risk analyst at Guy Carpenter, LLC, and as a financial advisor at Morgan Stanley.
Jason’s work on behalf of his clients has received numerous recognitions including membership in MetLife’s Chairman’s Council which is awarded to the top performing financial services executives in the organization.Jason has additionally qualified for MassMutual’s Top of the Council which represents the elite in the field force and consists of the top 125 performing advisors. With Jason’s outstanding achivements and impressive leadership trajectory, MassMutual has appointed Jason to serve as co-chair of the MassMutual AAX and African American sub-committee and MassMutual’s AAX Marketing sub-committee. Jason is also proud to be making a difference at at his firm and actively serves on Barnum Financial Group’s DEI committee.
Jason grew up in White Plains, New York where he was an avid basketball player and was a two-time captain on his team where he played at NYU. He currently lives in Brooklyn with his wife Stefanie, enjoys traveling, and is a passionate fisherman.
I am licensed and registered to offer products and services in NY and various states. Licenses and registrations will vary.
Domiciled in NY.
CA Insurance License # 0L35605