Jason Black, founder of Black Diamond Financial Group and known by many as “THE Financial Coach,” brings nearly 30 years of experience in financial services and coaching-driven leadership to his work with individuals and families throughout Columbus and beyond. Since beginning his career in 1997, Jason has built a background in financial planning, investment-related services, and client guidance through roles with MetLife, NYLIFE Securities, Eagle Strategies, MML Investors Services, and Waddell & Reed before founding Black Diamond Financial Group in 2018 as an independent practice.
Jason’s approach is influenced by both his professional experience and his background in athletics and coaching, emphasizing preparation, organization, and thoughtful decision-making. He works with clients to help simplify financial topics and develop strategies aligned with their individual goals, priorities, and stage of life.
At Black Diamond Financial Group, Jason works with individuals, families, business owners, and retirees on areas including retirement planning, investment strategies, wealth organization, and financial education. Through one-on-one guidance, educational resources, and community engagement, his focus is on helping clients navigate financial decisions with greater clarity and confidence.
Jason Black, founder of Black Diamond Financial Group and known by many as “THE Financial Coach,” brings nearly 30 years of experience in financial services and coaching-driven leadership to his work with individuals and families throughout Columbus and beyond. Since beginning his career in 1997, Jason has built a background in financial planning, investment-related services, and client guidance through roles with MetLife, NYLIFE Securities, Eagle Strategies, MML Investors Services, and Waddell & Reed before founding Black Diamond Financial Group in 2018 as an independent practice.
Jason’s approach is influenced by both his professional experience and his background in athletics and coaching, emphasizing preparation, organization, and thoughtful decision-making. He works with clients to help simplify financial topics and develop strategies aligned with their individual goals, priorities, and stage of life.
At Black Diamond Financial Group, Jason works with individuals, families, business owners, and retirees on areas including retirement planning, investment strategies, wealth organization, and financial education. Through one-on-one guidance, educational resources, and community engagement, his focus is on helping clients navigate financial decisions with greater clarity and confidence.
1997
2018
Entered the financial services and insurance industry with Metropolitan Life Insurance Company and MetLife Securities Inc., beginning a career focused on financial planning, insurance, and client relationship management.
2004
Earned the FINRA Series 7 license, expanding capabilities across investment and securities services.
2006
2003-2013
Passed the FINRA Series 24 General Securities Principal Examination, advancing into supervisory and leadership-level responsibilities within the financial industry.
2013-2015
2015-2018
Served with NYLIFE Securities LLC and later Eagle Strategies LLC, building nearly a decade of experience in wealth management, insurance strategies, and long-term financial planning.
Joined MML Investors Services, LLC in Columbus, Ohio, continuing to grow a client-focused financial services practice and broaden investment advisory expertise.
Worked with Waddell & Reed in Dublin, Ohio, advising individuals and families on investment management and retirement planning strategies.
Founded Black Diamond Financial Group as an independent financial services brand affiliated with LPL Financial LLC, allowing for greater independence and flexibility in serving clients.
2018 - Present
Continues serving clients through LPL Financial LLC while expanding Black Diamond Financial Group’s presence throughout the Columbus and Bexley communities. Currently licensed across more than 20 U.S. states and territories.
2019
2020s
Expanded brand and coaching initiatives with “The Financial Coach,” emphasizing education-driven financial guidance and long-term planning strategies.
Continued growing advisory operations and strategic partnerships, including involvement with Marquis Advisory Group and broader financial coaching initiatives.
1997
Entered the financial services and insurance industry with Metropolitan Life Insurance Company and MetLife Securities Inc., beginning a career focused on financial planning, insurance, and client relationship management.
2004
Earned the FINRA Series 7 license, expanding capabilities across investment and securities services.
2006
Passed the FINRA Series 24 General Securities Principal Examination, advancing into supervisory and leadership-level responsibilities within the financial industry.
Served with NYLIFE Securities LLC and later Eagle Strategies LLC, building nearly a decade of experience in wealth management, insurance strategies, and long-term financial planning.
2003-2013
2013-2015
Joined MML Investors Services, LLC in Columbus, Ohio, continuing to grow a client-focused financial services practice and broaden investment advisory expertise.
2015-2018
Worked with Waddell & Reed in Dublin, Ohio, advising individuals and families on investment management and retirement planning strategies.
2018
Founded Black Diamond Financial Group as an independent financial services brand affiliated with LPL Financial LLC, allowing for greater independence and flexibility in serving clients.
2018 - Present
Continues serving clients through LPL Financial LLC while expanding Black Diamond Financial Group’s presence throughout the Columbus and Bexley communities. Currently licensed across more than 20 U.S. states and territories.
2019
Expanded brand and coaching initiatives with “The Financial Coach,” emphasizing education-driven financial guidance and long-term planning strategies.
2020s
Continued growing advisory operations and strategic partnerships, including involvement with Marquis Advisory Group and broader financial coaching initiatives.
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Schedule a Free Consultation
Submit your information below to connect with our team and discuss scheduling a consultation tailored to your financial goals. Please share a brief overview of your goals and whether you are seeking an individual, joint, or family consultation.