Since 1996, Jason has been helping investors through the process of pursuing their financial goals so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over 26 years in the business, Jason provides clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management and more.
Jason works closely with clients to help ensure that all their day-to-day account concerns are answered. Jason's extensive background in operations and customer service makes him the main resource for all client service issues.
Before joining Dickerson Jackson & Associates in 2004, Jason most recently served as an Assistant Vice President with Wells Fargo Advisors, working as a supervisor in their training department. He also worked with Scott & Stringfellow in several operational positions. Jason graduated from Radford University and is a Financial Paraplanner Qualified Professional℠, and is Series 7 Securities registered. Jason is originally from Virginia Beach, VA. He and his wife, Kathy, have been married for over 25 years and have two sons, Jonas and Jack.