Jason Rericha is a Managing Director and Co-Founder of YellowWood Wealth Solutions, LLC. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning CounselorSM (CRPC®).
Jason began his career in the financial services industry in 2007 working as an investment banker in Cleveland, Ohio. In this role his team advised banks and thrifts on strategic opportunities involving M&A and capital acquisition. Having been in this crucible during the 2008 banking crisis, Jason got to learn from an experienced team about the need for creative planning, discipline and process. In 2009 he moved to Charlotte, North Carolina and began working as a financial advisor for a national Wall Street firm. While working there he also co-lead their new advisor training program. Jason and Les began working together in 2012 and in 2018 left to create YellowWood Wealth Solutions.
At YellowWood our motto is Healthy Plan, Wealthy LifeTM. What Jason enjoys most about his role is the meaningful conversations we have with our clients that lead to the breakthrough moments where they realize that a wealthy life isn’t just about their future, but instead their whole life, starting today.
Jason has a bachelor’s degree from Miami University and a Master’s degree from Case Western Reserve University. He currently resides with his family in south Charlotte. When he’s not in the office, Jason enjoys spending time with his family, doing yard work, hunting and fly fishing.