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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Jason Brinks is a Managing Director with Oxford Financial Group, Ltd. Prior to making the transition to Oxford in 2011, he was a client service advisor with Crowe Wealth Management, a joint venture between Oxford and Crowe Horwath, LLP.
Jason specializes in working with high net worth families developing comprehensive financial plans and long-term investment strategies. He also oversees the creation of new trusts to help them protect, grow and transfer their wealth over multiple generations. Jason’s primary focus is to assist family, trust and institutional clients with their investment advisory and wealth planning needs. He also has vast experience in providing investment consulting and advisory services to foundations, non-profit organizations and endowments.
It is a great joy to help families and other clients reach their financial goals, knowing that for many, Oxford has been with them all the way.
Jason was previously a trust officer with a boutique bank and trust company located in Western Michigan. In this role, he worked with clients to coordinate their investments, trusts, financial planning and banking needs. He also acted as liaison between his clients and their attorneys, accountants and other professional advisors.
A graduate of Calvin College in Grand Rapids, Michigan, Jason earned a Bachelor’s degree in Economics and completed the certificate program in financial planning at Grand Valley State University.
He is a graduate of the Cannon Financial Institute Personal Trust School. Jason holds designations as both a Certified Financial Planner (CFP®) and a Certified Trust and Financial Advisor (CTFA).
Jason’s expertise is also highly utilized in community service. He is a member of the Professional Advisory Committee for Spectrum Health Foundation and a member of both the Investment Committee and Professional Advisory Committee of the Grand Rapids Community Foundation. In addition, Jason is a member of the Stewardship Committee for the Seymour Christian Reformed Church, a high school volunteer teacher for Junior Achievement of the Great Lakes, and an active committee member and volunteer for Dutton Christian School. Lastly, he is a member of the Calvin College Business Alliance and on the board of the Association of Corporate Growth Western Michigan.