Jason Peck,

Jason believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to financial planning and wealth management to executives, business owners, individuals and families.

Jason leverages the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.

Jason holds his Series 7, 66 and life, accident and health insurance licenses and also earned the Accredited Asset Management Specialist designation through the College of Financial Planning.

Prior to beginning his career in financial services, he served in a variety of roles in the marketing, technology and sports fields, most recently as Vice President of Marketing for a mobile technology company that was acquired by a leading private equity firm. He earned his bachelor’s degree in Journalism and Media with a focus on advertising from the University of North Carolina at Chapel Hill.

Originally from Raleigh, NC, Jason is active in the community and is a member of organizations such as the Triangle Marketing Association, the Porsche Club of America (Carolinas Region) and Triangle Off-Road Cyclists. Outside of work, Jason enjoys spending time with his wife and two kids, coaching his son’s soccer team, playing golf, mountain biking, grilling and cheering on the Tar Heels.

Raymond James is not affiliated with the above organizations.