Jason Shanty

Investment Advisor Representative

Prior to his affiliation with Lincoln Financial Advisors, Jason served in the United States Marine Corps for eight years. He began his career at Sequoia Financial Advisors in 2007 and served as an administrative intern for three years before becoming a registered representative in 2010. He is a leader in our firm as well as the industry he serves. Jason has a commitment to help both current and future retirees get "all the way home" and provide a sense of confidence.

Jason is the third generation in a financial planning practice begun by his grandmother, Patricia H Roberts CFP.

Jason holds his Series 7 and Series 66 securities licenses and carries his Life and Health license. Jason is married and he and his wife, our lovely Julia Shanty, live in Bel Air, Maryland. They have a newborn girl name Jordyn McKenzie as well as their English Bulldog Allen.

Phone 410-321-0860
Fax 410-321-6700
Mobile Phone 443-528-6427