President's Biography

Jason Scheurer, the Founder and President of Orchard Wealth and Legacy Management, LLC, has been serving a select group of affluent individuals, families, trusts, foundations, endowments, and institutions for nearly 25 years. As a deep-value strategist, Mr. Scheurer helps clients get a firm handle on their financial goals by creating custom tailored, fee-based portfolios and asset management solutions, with a focus on regular, face-to-face interactions.

Prior to opening his firm, Mr. Scheurer was a Senior Vice President at Virginia Commerce Bank and Financial Advisor for Infinex Investments, Inc., in the greater Washington, DC metropolitan area, handling investment services for clients of their 17 bank branches. Previous to that, Mr. Scheurer was a Senior Vice President at Wachovia Securities in the Princeton, NJ area and was selected as one of the firm’s “Top 100 Brokers”.

In his spare time, this frequent radio show guest, columnist, educational speaker, 2008 US Senate candidate, 2006 and 2004 State Assembly candidate, and Eagle Scout can be found studying technical journals and statistical publications, hang gliding, and scuba diving.