Jason Grady

Partner, Financial Planner
(630) 954-6880

Professional Details:
Jason started his career with his broker-dealer, now Equitable Advisors, in 2008. He focuses on serving the planning needs of professionals, as well as public school, municipal, and non-profit employees.  From early on, Jason has always had a passion for helping people, as well as an interest in finance and economics. Having the capacity to combine those two things together is what really attracted him to the profession.  He loves having the capability to really make a difference in his clients’ lives by helping them in their pursuit of financial freedom. Jason knows that navigating the landscape of financial planning can oftentimes be daunting. That is why he likes to take a comprehensive approach to developing a plan that evolves with his clients as they move through their careers and lives. There is always a strong sense of pride he carries in earning the right to work with his clients over the long term, and he is happy to have built a number of great relationships over the years. 

Jason holds a Bachelor of Science degree from DePaul University with a concentration in Finance. He also carries the following professional licenses and designations:

•    FINRA Series 7 & 66 Registrations
•    Life, Health and Long-Term Care licenses

Jason and his family reside in Glen Ellyn. Both he and his wife, Jessica, grew up in the area and have spent most of their lives here. They are proud parents of their son, Dylan and their rescue dog named Mia. Jason loves spending time with his family and extended family who also live in the area. As a former collegiate athlete, he loves staying active and playing sports, specifically basketball. Jason and his family also have a love for cooking, which was really inspired by his wife and her family who carry the incredible distinction of being 4th generation owners of Mack’s Golden Pheasant restaurant in Elmhurst that has been in business since 1948.