Jason Wolgemuth spent seven years at the home office of Raymond James before joining St. Pete Wealth Management Group. Working in several departments, Jason honed his skills in many areas including new account and client reporting. Utilizing those skills, Jason is responsible for high level reporting and client onboarding along with his interactions daily with clients. Developing new systems and reports to assist his team with client and portfolio management are just some of the areas in which he excels.
Born and raised in Daytona Beach, Jason moved to St. Pete in early 2001 and is happy to call it his home. Recently he received a Bachelor of Science in Finance from the University of South Florida and is currently working on his master's in Business Administration. He holds his Series 7, 9, 10, 24 and 66 licenses. Jason is married to Elizabeth, and they keep busy with their two daughters.