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Jason K DuBois, Private Wealth Advisor serving the Colchester, VT area - Ameriprise Advisors

Jason K DuBois


Private Wealth Advisor

Marblestone Wealth

An Ameriprise Private Wealth Advisor

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Science, Siena College, Loudonville, NY, 1998

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Community participation

  • As a family, we support many charities which include the Vermont Respite House, Williston Community Food Shelf, and the Ronald McDonald House.
  • For many years, I coached both of my sons' Baseball and Basketball teams in Williston, VT.
  • Annually, our team volunteers at a local charity. Most recently this was at the Audubon Society in Huntington, VT.
  • As a team we contribute annually to a variety of charities which includes COTS, Camp Ta-Kum-Ta, Feeding Chittenden, Hunger Free Vermont, King Street Center, Ronald McDonald House Charities, Spectrum, Vermont Children's Trust Foundation, and VYCC.


  • Spending time and creating memories with my family, which includes my wife, Mary Jo, and our two boys, Jackson and Connor.
  • As a family, we enjoy many outdoor activities such as biking, skiing, traveling to new places, and kayaking.
  • All types of fishing. This includes fly-fishing in a small mountain stream, bass fishing from kayaks, and deep-sea fishing.
  • Watching our boys compete in a variety of team sports. This includes high school sports and a variety of AAU basketball leagues.