Jason Kelso
Login to view DISC.Jason Kelso is a Senior Vice President and Financial Advisor at Merrill Lynch, specializing in helping business owners navigate major liquidity events. A Certified Exit Planning Advisor with a Masters from the University of Florida, he focuses on tax-efficient wealth preservation before, during, and after an exit.
Residing in Atlantic Beach, Florida, Jason is deeply involved with his alma mater, the University of Florida, serving on the Gator Boosters Board of Directors. He enjoys spending his free time with his family golfing, surfing, and fishing, and frequently attends Florida Gator athletic events.
Interesting fact: Jason holds a specialized accreditation as a Sports & Entertainment Wealth Management Advisor, advising collegiate athletes on managing their NIL (Name, Image & Likeness) contracts.
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