Originally a Kansas City native, Jason Coleman made his way to Ann Arbor after graduating from the University of Notre Dame with a BBA in Accounting. In his first several years in town, Jason was an Account Manager & Executive at the Google Ann Arbor office, selling across a variety of industries. Jason left Google to pursue his Masters of Science at the School for Environment and Sustainability at Michigan while also working at an angel-backed LED lighting start-up as the Director of Business Development. Jason came on board associate at Raymond James independent wealth management practice, where he is focused on marrying two of his favorite activities: working with people to help them achieve their goals, and doing so with a focus on sustainable, positive actions and investments.
Jason's investment interests include Socially Responsible Investing (SRI), tax efficient and low cost diversification strategies, and planning for charitable giving.
Outside of work, Jason and his wife, Marianna , enjoy spending as much time outdoors as possible, cooking and sharing food with friends and family, strengthening old friendships, and finding new connections. Jason is also an avid reader, and is always looking for personal recommendations for his next book.
Licenses and Certifications held: Series 7 and 66