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Jason Rericha CFP®, CRPC®

Jason Rericha CFP®, CRPC®

Managing Director - Wealth Solutions

Jason Rericha is a Managing Director and the Co-Founder of YellowWood Wealth Solutions, LLC. After years of building their team at Merrill Lynch, he and Les Watson sought to start their own firm focused on helping their clients use their financial resources to live the best life possible. Jason has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College of Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant.

Jason is also a licensed insurance agent in the States of NC, SC, VA, FL, NY, PA and OH.

Jason has worked in the financial services industry since 2007. Prior to YellowWood, he was a Senior Financial Advisor at Merrill Lynch and led the new advisor training program in Charlotte. He began his career at Stifel Nicolaus where he was a Senior Financial Analyst in their Investment Banking group. In that role, he worked hand in hand with company executives to analyze and execute corporate strategies such as acquisitions, divestitures, raising capital, and core operations.

Jason earned his bachelor's degree from Miami University and a master's degree from Case Western Reserve University. He currently resides in the Southpark area of Charlotte, North Carolina with his wife, Gabrielle, and Golden Retriever, Fitzgerald.