Finalist in the 2022 Invest in Others Awards
Jason began his career in the securities industry in 1994. He later founded DiLauro Financial Services in 2009, which then became The Wealth Advisory Group of DiLauro Wracher & Thomas in 2015. His focus is on advising and assisting individuals and business owners with their financial planning needs.
A frequent moderator and presenter at financial planning seminars, Jason continually provides education to clients and others on the fundamentals of investment planning and wealth management. Educating clients on the wealth management process instills confidence and assists them in making decisions.
Jason has distinguished himself from other advisors by understanding and advising clients on their full financial picture. This includes investments, insurance and proper debt management and structure. While most advisors focus solely on asset accumulation, Jason also spends time discussing asset distribution, planning for asset preservation as well as income generation.
Continually helping to improve our community is a priority for Jason. Acting as the founding president of the Revere Schools Foundation, and an Advisory Board Member of the College of Businesses Marketing Board at the University of Akron, Jason creates scholarship and job opportunities for local students. He earned his Bachelor’s Degree in Marketing from the University of Akron, and earned the Chartered Retirement Planning Counselor designation, while maintaining Series 7, 63, 65, 9 and 10 licenses.
Jason was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors and AdvisorHub’s list of 50 Advisors to Watch (under $1B) †.
Jason is one of three national finalists for the Community Award in the 16th Annual Invest in Others Awards for his philanthropic contributions to Revere Schools Foundation.
Jason was named to the 2023 edition of the AdvisorHub’s list of 100 Advisors to Watch (Over $1B)†.
When not at work Jason enjoys golf, fitness, coaching youth sports, and spending time with his wife, Lisa, and their children, Isabella, Amilio, and Enzo.
† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsem*nt, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
† The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsem*nt, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
The Invest in Others (IiO) Awards program recognizes financial advisors who lend their time and talents to support nonprofits helping to make a difference in people’s lives. Through the five award categories -- Catalyst, Community Service, Emerging Impact, Lifetime Achievement and Volunteer of the Year -- the IiO Awards honor financial advisors who have contributed to their causes in significant ways. Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both the nonprofit and the community it serves.
This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsem*nt, and may not be representative of individual clients' experience. Raymond James is not affiliated with Invest in Others.
† The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsem*nt, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
Raymond James Financial Services is not affiliated with the above independent or charitable organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
