Jason Rotman

Jason Rotman, a Princeton University alumnus, brings over 20 years of financial industry experience to his role as an advanced markets strategist and point-of-sale liaison at Elevate Financial Partners. With a focus on supporting RIAs, institutional advisors, and fee-based financial planners, Jason specializes in the design and implementation of sophisticated insurance-based strategies that complement comprehensive wealth management.

Jason’s core mission is helping producers unlock new levels of growth by bridging the gap between traditional investment planning and advanced insurance solutions. Whether working with individual financial advisors, multi-advisor practices, or institutional platforms, Jason adds value by providing deep technical guidance, in-person case support, and tailored product structuring to help drive production. His collaborative style and product fluency make him an invaluable resource for advisors navigating complex planning scenarios involving business owners, high-income professionals, and multi-generational families.

Before joining Elevate, Jason led a highly successful career in financial markets, including a tenure as the top futures trader in the Chicago office of one of the world’s largest brokerage firms. His early experience in market analytics, combined with his strategic mindset, allows him to bring a unique edge to insurance distribution, particularly in areas like tax mitigation, legacy planning, business succession, and advanced case design.

At Elevate Financial Partners, Jason plays a key role in equipping the firm’s advisor network with the tools, language, and technical acumen required to succeed in today’s highly specialized insurance marketplace. He is known for his passion in helping agents not just understand advanced markets, but confidently produce in them.