Jason Mirabella

Experience

• 

  The Todd Organization

  Jul 2000 - Sept 2003

  Analyst

  The Todd Organization specializes in the design, financing, and administration of non-qualified retirement plans and other executive benefits.

• 

  Principal Financial Group

  Sept 2003 - Feb 2005

  Financial Advisor

  The Principal Financial Group is a global financial company offering businesses, individuals and institutional clients a wide range of financial products and services.

• 

  M Financial Group

  Feb 2005 - Apr 2008

  Analyst

  M Financial Group is a nationwide organization of independent insurance, investment, and executive benefit firms serving the financial needs of ultra-affluent individuals and Fortune 1000 companies.

• 

  Pearl Wealth LLC

  Apr 2008 - Aug 2010

  Financial Planner / Founder

  An independent wealth management firm. We acted as advocates for families, business owners, and goal-oriented individuals who required financial planning + investment management expertise.

• 

  Partners Wealth Management

  Aug 2010 - Dec 2014

  Director, Research & Analytics

  - Managed PWMs integrated investment management and reporting solution. - Provided client-level marketing and sales support for wealth managers.- Led and managed strategic planning initiatives, including business planning, competitive positioning, financial forecasting, and strategic operational improvements.- Managed relationships with key vendors and strategic partners, including National Financial Partners, Dimensional Fund Advisors, insurance carriers, and alternative investment providers. Show less

• 

  Henfruit, LLC

  Dec 2014 - Dec 2017

  Financial Planner / Founder (Acquired)

  Henfruit is a virtual financial planning and behavioral coaching firm focused on helping successful entrepreneurs achieve "True Wealth."

• 

  Brewer Consulting

  Aug 2017 - Mar 2021

  Partner | Head of Practice Management (Acquired)

  Brewer Consulting is a marketing and practice management consulting firm for fiduciary financial advisors.

• 

  SurePath Wealth Management

  Jan 2018 - Mar 2021

  Partner | Chief Platform Officer (Acquired)

  SurePath Wealth is a financial planning and wealth management firm that provides human-centered financial and investment guidance to families across the country. We believe in humility, hard work, honesty and gratitude.

• 

  Model FA

  Jul 2019 - Mar 2021

  Partner | Business Process Consultant

  The Model FA supports financial advisors as they grow sustainable businesses, increase their visibility, and change their clients’ lives. Model FA is a community built by advisors, for advisors. Together, we work to remove financial anxiety from the world.

• 

  Afterglow Market

  Oct 2019 - now

  Co-Founder | Business Manager

  New & preloved sustainable fashion for women and men.

• 

  WealthSource Partners, LLC (Acquired)

  Apr 2021 - Jun 2024

  Wealth Management | Investment Risk Mitigation | Retirement Planning•Comprehensive Values Based Financial Planning•Fee Only Advisory Services•Advising families and business owners on matters of financial health.•Complete advisory team of subject matter experts that consult on Financial Planning, Money Management, Tax Planning, Estate Planning, Risk Management.

  • Chief Operating Officer

    Jan 2022 - Jun 2024

  • Chief Platform Officer

    Apr 2021 - Jan 2022
• 

  Deliver Advice

  Jun 2024 - now

  Founder

  Deliver Advice offers a comprehensive Turnkey Strategic Operations Platform (TSOP) designed to transform financial services firms into high-growth organizations that are exceptional places to work. Our approach leverages fractional teams and a proprietary organizational design methodology to seamlessly connect strategy and execution, achieving operational excellence and sustainable growth.