Jason Day

Client Executive

"Treat others how you want to be treated."

About Jason

My name is Jason Day; I love helping and encouraging people both personally and professionally. I enjoy working with my clients to help ensure that their retirement plan offers a truly valuable benefit for their employees.

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Client Executive
Oswald Financial, Inc., 2020 - Ongoing
Senior Client Manager
Oswald Financial, Inc., January 2018-February 2020
Director of Business Services
W3 Wealth Management, December 2016-January 2018
Senior Financial Consultant
Charles Schwab, 1999-2016


BS in Finance
The University of Akron, 1993-2001