With two decades of experience, Jason is a trusted partner to financial advisors, providing expert guidance on borrowing strategies tailored to clients’ needs. He excels in educating advisors on the strategic benefits of liabilities management, helping Raymond James clients through a range of customized and effective strategies offered through Private Client Banking. He has built numerous relationships with advisors and managers across his market.
His dedication and performance led to his promotion to senior vice president, regional banking sales manager in 2024 for Raymond James Bank. He leads the regional banking consultants located in the Eastern United States and remains the main contact for the West Florida advisors.
Prior to joining Raymond James, Jason served as the business manager and regional banking director for the Gulf Coast region at Wells Fargo Advisors Private Client Group.
Jason holds a bachelor’s degree in marketing from Florida State University’s College of Business and a master’s degree in finance with an emphasis in corporate management from the University of Tampa. He also maintains his Series 7, 9, 10, 63 and 65 securities licenses.
Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. © 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2026 Raymond James Financial Services, Inc., member FINRA/SIPC.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.