Jason L. Buck, CFP®

Managing Director, Platform Channels

Jason Buck

Investment Strategies

As a Managing Director, Platform Channels for The Colony Group, Jason leads the national sales team for the platform referral division. He is passionate about working with clients to provide real-life solutions drawing on over 20 years of experience leveraging sophisticated planning and asset management strategies. 

Prior to joining the firm, Jason was EVP & National Sales Leader for InterOcean Capital. Prior to that he held a number of leadership roles with Charles Schwab including Vice President & Branch Manager for the Charles Schwab office in Northbrook, Illinois. Jason earned a Bachelor of Science and MBA in Finance from Ball State University. He is a CERTIFIED FINANCIAL PLANNER professional. 

In his free time, Jason enjoys outdoor activities including boating, swimming, biking, and hiking.  He also enjoys spending time with his family traveling and attending cheer competitions with his wife and 2 daughters who both compete for their school, and through all-star cheer.  Jason is also very involved in his community and church in Fishers, Indiana.