Jason Alward

Reconciliation and Reporting Manager

Jason Alward is the Reconciliation and Reporting Manager and is based in our Erie, Pennsylvania office. Jason has been an integral part of our Operations team since he joined HBKS. His expertise in financial data aggregation and performance reporting has been invaluable to our team and clients. Jason will continue to build on his experience under Operations, continuing to be a firm-wide resource as he guides his team through day-to-day requests and technology changes. Jason started his career in finance when he joined HBKS® in 2002 as an intern. He earned his Bachelor of Science degree in Finance with a minor in Management from The Pennsylvania State University at Erie, The Behrend College.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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