Jason serves as managing director in the Fixed Income Capital Markets division of Raymond James. His primary responsibilities include serving institutional clients by providing portfolio analysis, developing investment, capital and risk management strategies, and structuring and executing loan portfolio transactions. Jason also specializes in providing analysis and pricing for first lien residential (jumbo and conforming), the second lien residential (HELOC and closed-end), automobile, commercial, multifamily, credit card, merchant processing and distressed loan portfolios.
A graduate of the University of Tennessee in Knoxville, Jason holds a Bachelor of Science in finance. Prior to joining Morgan Keegan in 1998, he worked selling municipal bonds for Carty & Company, based in Memphis, Tennessee. Jason proudly became a part of the Raymond James family in 2013 and holds his Series 7 and 63 securities licenses.