Jason K. Heleen

With over twenty-four years of industry experience, Jason established jHeleen Consulting in January of 2014.  Prior to that, he spent eight years as a Senior Implementation Project Manager with Fidelity Institutional.  During that time, he successfully guided and transitioned many of the largest Registered Investment Advisors and multi-family offices to Fidelity.  With over 500 days and 6,000 hours working on-site with advisors in their offices, he developed many of the on-site procedures, techniques, templates and best practices.

Jason worked for a fee-only financial planning and investment advisor firm in Massachusetts for eight years.  As the Director of Research and Planning, his roles evolved over time and included, investment analysis, asset allocation, comprehensive financial planning, compliance, trading and reporting, relationship management, and office management.  In 2002, he became the project manager for the firm's transition to Fidelity Institutional.  He is one of a few people that has managed a conversion from both sides.

Raised on the South Shore of Massachusetts, Jason attended Georgetown University and earned a B.S. in Finance.