Jason Landess

With extensive experience advising clients on wealth preservation and transfer strategies, Mr. Landess also assists with charitable giving and philanthropy. He provides guidance on donor-advised funds, charitable trusts, and private foundations, helping clients structure philanthropic endeavors to align with financial and legacy goals.
Prior to joining A&M, Mr. Landess gained valuable experience at several Top 20 national accounting firms, focusing on private client services. In these roles, he advised affluent families and business owners on complex tax matters, estate planning strategies, and multigenerational wealth transfers.
Mr. Landess earned a bachelor’s degree in accounting and finance and a master’s degree in accounting from Florida State University. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. He is also actively involved in the Greater Boca Raton Estate Planning Council and the Estate Planning Council of Broward County. Mr. Landess is the Co-Chair of the Young Leadership Division of the Jewish Federation of Broward County and serves as a Business & Professional cabinet member.