With over 20 years’ experience as a financial advisor, Jason manages assets for individuals, trusts, retirement plans, charitable/nonprofit organizations and businesses. He helps clients define their objectives and then develops a comprehensive financial plan that acts as a backbone to guide his unbiased advice. He does this with the highest caliber of professional service while helping to build and preserve clients’ wealth. Drawing upon his experience from BB&T and Wells Fargo, Jason is delighted to partner as a senior vice president of investments with Raymond James & Associates. He earned his Bachelor of Science degree in business from James Madison University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Jason has received national and local awards over the years. Most recently, Jason was named to the 2024 Forbes Top Wealth Advisors Best-in-State & 2024 edition of the AdvisorHub’s list of 100 Solo Advisors to Watch†. Jason lives in Vienna, Virginia, with his wife, Wetherly, and sons Brody, Knox, & Duke. Outside of work/school, they enjoy outdoor activities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
† The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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.
2017 Forbes’ America’s Top Next Generation Wealth Advisors - Data provided by SHOOKTM Research, LLC Data as of 3/31/17. SHOOK Research considered advisors born in 1980 or later with a minimum four years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compli-ance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information seeSHOOKresearch. com. 1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depend-ing on a range of circumstances.
2019 Forbes’ Best-In-State Next Generation Advisor - SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.
Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information, seeSHOOKresearch.com.