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 Fortune 500 companies. In 2005, he decided to follow his passion of the financial markets and joined the Fixed Income Strategies Team at Lehman Brothers, working with Corporations and Ultra High Net Worth Individuals. In the Fall of 2008, Mr. Goldstein and the rest of the team joined Oppenheimer & Company in the same capacity. In 2010, Jason was offered a position with Deutsche Bank to lead his team focusing on investments for Corporations, Foundations, and Ultra High Net Worth Individuals & Family Offices.
In 2011, Jason had achieved tremendous success, by growing his practice significantly, and was honored by being named a "Top 40 under 40 Advisor" in the United States by "On Wall Street Magazine." As a Managing Director at Raymond James, Jason is combining his financial market expertise and client focus with a premier financial organization and its abundant resources.
Jason is a Registered Investment Advisor and holds NASD Series 7, 63, 65, Life & Health Insurance licenses.