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Jason O'Halle Bio Shot

Jason O’Hallen


Jason knows that his clients put more than their hard-earned money in his hands. They deposit their trust and hand him the keys to their future dreams and aspirations. That’s why Jason sees his client relationships as deeply personal. Clients appreciate his passion and commitment to do whatever it takes to help them along their path, including minimizing their tax liabilities.

For Jason, nothing is more gratifying than making a positive impact on others’ lives, and he uses his skill, judgment and dedication to do right by his clients every day.

Outside the office, Jason is passionate about his Chicago sports teams. He enjoys playing sports with his daughter and spending time with his family and friends.

Joined JMG



CFP®, Accredited Asset Management Specialist, Chartered Mutual Fund Counselor


Bachelor of Science in economics – Michigan Technological University

“When you put the client first and forget about your own personal interests, you end up more prosperous than you can imagine.”