Jason Codrea began working as a Financial Advisor in 2003 after obtaining his Bachelor’s Degree in Finance from Anderson University in Anderson, Indiana. Jason’s primary focus is to help each of his clients reach their financial goals with an individualized and detailed plan of action. Being raised by educators, Jason enjoys explaining the reasons behind his specific recommendations and takes the time to explain his rationale, ensuring that each of his clients are comfortable with the plan created with their specific goals in mind. In 2014, Jason became a CERTIFIED FINANCIAL PLANNER™ through The College of Financial Planning. In addition to being a CFP®, Jason is a member of The Financial Planning Association, Society of Financial Services Professionals, and The National Association of Insurance and Financial Advisors.
Over the years, Jason has developed relationships with the ever-growing dental community in Ohio. Jason co-founded and is the current president of The Dental Network Group, a group of professionals that come together to assist both new and established dentists with a wide range of services. Jason frequently partners with The Ohio State University College of Dentistry, Case Western Reserve University College of Dentistry, The Columbus Dental Society, and The Capital City Study Club, and other local study clubs with a variety of events. For more information on the Dental Network Group, please see their website: www.dentalnetworkgroup.com.
Outside of the office, Jason enjoys playing soccer, golfing, and visiting Major League Baseball stadiums. His annual Codrea Classic Golf Outing was established in 2008 and participants donate pairs of shoes to be sent to Haiti through Lifeline Christian Mission. Jason resides in Westerville, with his wife Jennifer and their daughters, Mia and Emma.
