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Jason Berve, MBA, AAMS®

Jason Berve, MBA, AAMS®

Financial Advisor

Since graduating from Pittsburg State University in 2010, Jason has been helping families make long-term financial decisions. He began his journey working for one of the largest investment firms in the United States and continued there for 10 years learning, networking, and establishing a successful local Ottawa practice while obtaining his Accredited Asset Management Specialist(AAMS) designation, as well as his MBA from Pittsburg State University.  He then transitioned into a partnership with Amicus Wealth Partners in 2020 with the intent of helping families and businesses better meet their long-term financial goals while having ownership in his own practice. He takes pride in having the empathy to listen, knowledge to clarify details, the ability to personalize investment strategies and a true focus on helping you reach your long-term goals!

He has lived in Ottawa since 2010 with his wife, Ashley, and two children. Their daughters, Addison, and Emerson keep them on their toes while bringing lots of love and joy to the family unit. Jason's family enjoys working the animals on their funny farm, traveling, swimming and really most outdoor activities.  He has also got into cycling and has recorded over 1500 miles of dirt, gravel, and pavement in the first two years.

His office works very diligently on providing high level customer service. He wants to meet you where you currently are in life and create a partnership for many years!