Meet the Team

Jason DePetris: Jason DePetris is the founder and Principal at Be Here Now Insurance and Financial Services.  Jason is a Certified Financial Planner as well as an Investment Adviser Representative registered with Eagle Strategies LLC, a registered Investment Adviser.  Jason has 12 years of experience in the insurance and financial services industry and holds a Bachelor of Arts degree in Psychology and a Master of Science degree in Special Education.

Advanced Planning Group: As an agent of New York Life Insurance Company, Jason works with New York Life's "Advanced Planning Group".  New York Life's Advanced Planning Group is a team of more than 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. This collaborative working relationship allows Jason to bring clients together with you and your advisors by phone, face-to-face, or virtually to provide the most professional and up-to-date strategies to maximize the potential for you to reach your goals.

 

Disclosure

Jason Depetris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, FL, IL, KY, NH, NV, RI, TX, and WA. No insurance business may be conducted outside the states referenced.

Jason Depetris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 111 W Ocean Blvd Ste 400, Long Beach, CA, 90802, 562-216-8105. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, NV, RI, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jason Depetris is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IL, NV, RI, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BE HERE NOW INSURANCE AND FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BE HERE NOW INSURANCE AND FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​