Managing Director
Senior Vice Presidents, Investments
As a Managing Director at Raymond James since 2014, Jason has over $4 billion* in client assets which includes Corporations, Family Offices, Foundations, and High Net Worth Individuals. With an unparalleled focus on due diligence, Jason has formed a team that is devoted to the highest level of sophistication, service, and financial guidance.
A graduate of Syracuse University's Whitman School of Business (Bachelor of Science) with a double major in Finance and Accounting, Jason began his career at PricewaterhouseCoopers working with a sampling of the top companies. In 2005, he followed his passion of the financial markets and joined the Fixed Income Strategies Team at Lehman Brothers. In the Fall of 2008, Jason and the rest of the team joined Oppenheimer & Company and subsequently, Jason was offered a position to lead his team at Deutsche Bank.
Jason has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.**
Jason has been recognized nationally in various publications, most recently as one of Barron's Top 1,200 Financial Advisors of 2024, 2023, and 2022*** He was featured in the 2021 and 2020 Top 40 Advisor Under 40 in the United States by On Wall Street / Financial Planning Magazine**** and named on the 2020 edition of the Forbes list of America’s Top Next-Generation Wealth Advisors.******* In 2023, 2021, 2020, and 2019, Jason was honored by being included as a Best-In-State Wealth Advisor by Forbes.****** Jason is a member of the firm’s Chairman’s Council,***** which is the highest internal recognition for advisers. Jason is an Investment Adviser Representative and holds Series 7, 63, 65, Life & Health Insurance licenses.
Jason is actively involved in the community to help build a better tomorrow for future generations. He currently resides in Potomac, Maryland, with his wife and two daughters. In his free time, he enjoys golf, travel, and spending time with friends and family.
*As of 4/23/24
**Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high net worth individuals, families and organizations.
***Source: Barron’s “Top 1,200 Financial Advisors,” March 2022, March 2023, & March 2024. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
****Each year Financial Planning ranks the highest-producing advisors in wealth management who are under 40. Over 600 candidates were considered and 40 were chosen to receive the each list: the Top 40 Advisors Under 40 and the Top 40 Regional Advisors Under40. Nominees for the rankings were 39 or younger as of Dec. 31, 2020, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers. Production and AUM figures are as of Sept. 30, 2020. This ranking is based upon the period from 10/01/2019 to 09/30/2020 to and was released on 01/26/2021. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning is not affiliated with Raymond James.
****** The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
*****Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
*******The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2019): Out of 32,000 nominations received, 500 made the final list in 2020. This ranking is based upon the period from 3/31/19 to 3/31/20 and was released on 7/22/2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Please visit forbes.com/top-next-gen-advisors for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
