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Jason Lea, CFP

Brokers’ Service Marketing Group

CFP, is president, Brokers' Service Marketing Group. He joined the firm in 2000. In his current role he oversees all sales and marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business News 40-Under-Forty program.Prior to joining BSMG, Lea was employed by MFS Investment Management. He is currently a member of the Financial Planning Association of Rhode Island, the Rhode Island Estate Planning Council, and several carrier field advisory boards. Lea also serves on the membership committee of the Boston Estate Planning Council and is past president of the Rhode Island Society of Financial Service Professionals. A graduate of Davidson College with a bachelor of science degree in economics, Lea has also earned his CFP designation, is a licensed insurance agent, and is FINRA registered Series 6 and 63.Lea can be reached at Brokers' Service Marketing Group, 500 South Main Street, Providence, RI 02903. Telephone: 401-751-9400. Website: www.bsmg.net.

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