Jason D. Newton,
CFP®
Vice President, Wealth Management
Financial Advisor
Jason has dedicated his entire career to helping clients build, manage, preserve, and transition their wealth. With a special focus on families and small business owners nearing or in retirement, Jason brings over two decades of experience and a deep well of expertise.
As a Certified Financial Planner® professional, Jason's CFP® certification underscores his dedication to excellence and his ability to deliver top-tier financial planning services. His extensive knowledge ensures that clients receive the highest level of care and attention.
Jason's approach is personal. He immerses himself in the stories of his clients' lives, truly understanding what matters most to them. This empathetic approach helps clients articulate their personal and financial goals with clarity. Jason then crafts a comprehensive financial plan and customized wealth management strategies tailored to each client's unique needs and risk preferences.
Jason offers a wide range of services, including retirement planning, investment management, education funding strategies, estate planning, insurance and risk management strategies, and tax mitigation planning. His holistic approach ensures that every aspect of his clients' financial lives is carefully considered and managed. Jason is unwavering in his commitment to acting in his clients' best interests, providing personalized advice and strategies that align with their individual circumstances and values.
Before his team launched Crescent Advisory Partners and affiliated with Raymond James in January 2020, Jason was Vice President of Investments at Wells Fargo Advisors for over 13 years. Earlier in his career, he worked at Carolina First Securities. He holds a bachelor's degree in business administration from Francis Marion University.
Jason's dedication extends beyond his professional life. He serves as a board member and past president of Greater Florence Habitat for Humanity and is a longtime member and past president of the Kiwanis Club of Florence. Jason has also dedicated many years to mentoring and coaching youth in various sports, including sporting clays, church league basketball, YMCA flag football, and Dixie Youth Baseball. Additionally, he is a past board member of the Pee Dee Chapter of the American Red Cross. Jason and his family are active members of First Presbyterian Church of Florence.
Originally from Andrews, South Carolina, Jason now calls Florence home, where he lives with his wife, Tara, and their children, Jayce and Jules. In his free time, he loves playing golf with his son, cheering on his daughter in high school soccer and volleyball, and traveling with his family. He also has a passion for flying and is a perpetual student pilot.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
