Jason Koval in

Jason Koval

Critic · DISC type C
Junior Advisor / Paraplanner at Elite Income Advisors
📍 Reisterstown, Maryland, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
4 Years
Current Role
Junior Advisor / Paraplanner
Location
Reisterstown, Maryland, United States
Personality Overview

How Jason shows up

Objective Thinker
Critic
Precise

Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2025
Junior Advisor / Paraplanner
Elite Income Advisors
6-2024 - 3-2025
Financial Planner
Red Oak Financial Group
5-2023 - 4-2024
Financial Planning Intern
Baltimore-Washington Financial Advisors
6-2022 - 5-2023
Paraplanner internship
Ameriprise Financial Services, LLC
7-2021 - 10-2022
Sales Representative
Club Pilates
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2024
Bachelor of Science in Finance- Marketing minor
Loyola University Maryland
9-2008 - 5-2020
Education details unavailable
Gerstell Academy Inc
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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