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Jason MacGregor

Jason MacGregor, CEPA, AIF®

RIA Principal, Portfolio Manager

Saratoga Springs, NY

Jason MacGregor has been working as a Financial Advisor since 1993 and has worked for a large Wall Street brokerage firm and a regional investment firm. Since 2009 he has been co-owner of Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm. Jason is one of the firm’s Portfolio Managers and has earned the Accredited Investment Fiduciary (AIF) designation. Jason attended Syracuse University where he earned his Bachelors of Arts. Jason resides in Saratoga Springs, NY with his wife Martha and his three children, Colin, Kate and Erin. Outside of the office he enjoys spending time with his family, playing soccer, golf and skiing. Jason is very active in the Saratoga Springs community serving on several Board of Directors for local non-profit organizations.


  • Bachelors of Arts, Syracuse University

Areas of Expertise

My expertise spans a variety of financial domains, including Series 65, Life and Health Insurance, Certified Exit Planning Advisor (CEPA), and Accredited Investment Fiduciary (AIF). These qualifications collectively enable me to offer comprehensive and personalized financial guidance, ensuring that I can provide you with tailored solutions and expert advice across the entire financial landscape.

  • Series 65

  • Life and Health Insurance

  • Certified Exit Planning Advisor (CEPA)