Jason Schuck, Director of Finance at Apella Wealth

Jason Schuck

Director of Finance at Apella Wealth | Simsbury, Connecticut, United States

Profile last verified August 2026
Financial Services Verified Profile Simsbury, Connecticut, United States University of Massachusetts at Amherst - Isenberg School of Management
Verified

Work Email

***@erols.com

Last verified September 2026

Personal Email

***@yahoo.com

Personal • High Confidence

Phone Number

860*****

United States • Mobile

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Jason Schuck Socials
Jason Schuck Work Experience

Director of Finance at Apella Wealth in October 2022 - Present

Chief Financial Officer at Apella Wealth in April 2024 - Present

Treasurer, Vice President at St. Germain Investment Management in May 2006 - October 2022

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Investment Analyst at Babson Capital Management in May 2005 - May 2006

Senior Securities Administrator at The Hartford in July 1998 - March 2005

Restricted Securities Specialist at Advest, Inc. in October 1996 - January 1998

Financial Analyst at Bristol-Myers Squibb in January 1996 - October 1996

Jason Schuck Education

University of Massachusetts at Amherst - Isenberg School of Management, Master of Business Administration (MBA)

Central Connecticut State University, Bachelor of Science (BS)

Jason Schuck Skills
Microsoft Excel Microsoft Word Financial Structuring Strategic Planning Process Improvement Sales Customer Service Financial Analysis Financial Reporting Cash Management Auditing Compliance Project Management Leadership Problem Analysis Team Building Business Efficiency Investments Financial Audits Department Budgeting Streamlining Process Process Redesign Cash Flow Forecasting Account Reconciliation Payroll Services Risk Analysis Securities Lending Financial Regulation Management Accounting Finance Asset Management Financial Services Securities Risk Management Financial Planning Financial Risk Equities General Ledger Internal Audit External Audit Regulatory Compliance Reporting Accounts Payable Financial Statements Corporate Finance Operations Management Communication Financial Statement Auditing
About Jason Schuck’s Current Company
Apella Wealth

At Apella, we are different. We believe in putting our clients’ interests above our own. We are a fiduciary. We recognize that you are unique, deserve individual attention, and are not an algorithm to compute. Our experienced financial professionals are personally invested in preserving your capital, growing your wealth, and helping you to re-imagine your financial future. We are committed not just to saying the right things, but to actually doing the things we say. Disclosure: Apella Capital, LLC (“Apella”), is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella does not approve or endorse any third party communications posted on this site and will not be liable for any such posts.

Discover more about Apella Wealth
Jason Schuck’s Colleagues
Diana Bacon

Diana Bacon

San Francisco, California, United States

Tax Planning & Investment Advice For Life

Senior Wealth Manager and Partner (Founder) at Financial Strategies Group (FSG)
(September 2026 – September 2026)

Matthew Gallagher

Matthew Gallagher

Litchfield, Connecticut, United States

Manager of Financial Planning at Apella Wealth

Financial Advisor at Northwestern Mutual
(September 2026 – September 2026)

Michelle Margo

Michelle Margo

Stratford, Connecticut, United States

Director of Marketing at Apella Wealth

Director of Community Engagement at Bob Abbate Marketing
(September 2026 – September 2026)

Easton Price

Easton Price

Huntington Beach, California, United States

Financial Planner

Financial Planner at Apella Wealth
(April 2024 – Present)

Joseph Ferreira

Joseph Ferreira

Greater Hartford

Associate at Apella Wealth

Associate at Apella Wealth
(January 2023 – Present)

Logan Wetzel

Logan Wetzel

United States

Portfolio Analyst at Apella Wealth

Portfolio Analyst at Apella Wealth
(April 2023 – Present)

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Frequently asked questions about Jason Schuck

What is Jason Schuck email address?

Email Jason Schuck at [email protected], [email protected] and [email protected]. This email is the most updated Jason Schuck's email found in 2026.

What is Jason Schuck phone number?

Jason Schuck phone number is 8606556208.

How to contact Jason Schuck?

To contact Jason Schuck send an email to [email protected], [email protected] or [email protected]. If you want to call Jason Schuck try calling on 8606556208.

What company does Jason Schuck work for?

Jason Schuck works for Apella Wealth.

What is Jason Schuck's role at Apella Wealth?

Jason Schuck is Director of Finance

What industry does Jason Schuck work in?

Jason Schuck works in the Financial Services industry.

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