Jason E. Heller

  • CFP®
  • ChFC®
  • CIMA®
  • MSFS
  • RICP®
  • CMFC®
  • CLU®
  • AAMS®
  • CRPC®
  • CFS®
  • AWMA®
  • CRPS®
  • BCAA
  • CAP®
  • AEP®
  • CFBS
  • CAS™
  • AIF®
  • CDFA®

Focus: Insurance Strategies, Investment Strategies

Languages: English

As our Investment Specialist and Director of Advanced Markets, Jason Heller plays a critical role at MassMutual South Florida. Jason’s experience includes the development and implementation of strategies to help clients achieve their goals of growing, preserving, and transferring their wealth.

Prior to joining our firm Jason Heller had worked as an Investment Specialist at Guardian Life Insurance and managed his own private practice for several years. In 2007, Guardian named Jason National Investment Specialist of the year. Jason is a lifetime qualifying member of the Million Dollar Round Table, and a qualifying member of the Court of the Table in years 2010/12/14/15/16/17/19 & 2019.

Jason is not only a Certified Financial Planner Professional®, he has earned over twenty industry designations, including the Certified Investment Management Analyst (CIMA®) a designation given jointly by the Wharton School of Business and the Investment Management Consultants Association (IMCA) along with the Retirement Income Certified Planner (RICP®).

Jason has two Masters degrees in Financial Services from the Institute of Business & Finance and the American College. He is also currently a PhD candidate at the American College for financial and retirement planning.

Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan. A conservative asset manager by training, Jason’s motto with clients is “I would rather lose a little opportunity than lose actual dollars.”


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 1000 Corporate Drive, Suite 700, Ft. Lauderdale, FL. (954) 938-8800.

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Coastal Wealth

Main Office

1000 Corporate Dr #700
Fort Lauderdale, FL 33334

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