Jason C. Perlman joined SPC Financial® (SPC) in July 2014 as a Client Service Associate, working for the firm’s President and CEO, Edward G. Sella. During his 3 years as liaison between the President and the firm’s clients, he worked closely with clients in facilitating their requests and planning needs.
Jason now works in the financial planning department and is a Financial Advisor. In his current role, he works with clients on their personal goals and objectives. He also prepares client reports and assists SPC’s investment management team.
Jason attended the University of Tennessee, Knoxville where he received a B.S. degree in Sport Management. In 2019, Jason successfully earned his CERTIFIED FINANCIAL PLANNER™ Professional certification.
Jason currently resides in Olney, Maryland with his wonderful wife, Sarah. He enjoys playing sports, spending time with friends and family, and supporting his beloved Tennessee Volunteers.