Helping Professionals and Business Owners Reach Their Financial Potential
Jason Rollins joined The Bulfinch Group in 2025, bringing a strong passion for personal finance and a talent for educating others. He works closely with professionals, families, and business owners to help them define and pursue their mid- and long-term financial goals.
With an entrepreneurial mindset and a deep understanding of financial strategy, Jason is committed to creating personalized, forward-thinking plans tailored to each client’s unique goals and circumstances. He takes the time to understand the full picture — personal, professional, and financial — so he can provide thoughtful guidance that helps clients make confident decisions, protect what matters most, and build long-term financial stability for themselves, their families, and their businesses.
Before joining The Bulfinch Group, he spent six years at a prominent Boston-based financial services firm and later launched two ventures of his own — a sports card auction platform and a real estate investment company. Jason holds a Bachelor of Science in Finance from Northeastern University.
Outside the office, Jason is an avid basketball fan, following professional teams and coaching at the youth level. He also enjoys tracking the stock market and exploring opportunities in real estate investment. Originally from Lynnfield, MA, Jason lives in Middleton with his wife Courtney, their son Jake, and daughter Hudson.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.