Jason joined Raymond James in 2013 after beginning his career with Franklin Templeton Investments in 2005. His experience in the financial services industry has strengthened his belief in the famous Benjamin Franklin quote, "A failure to plan is planning to fail". With that statement in mind, Jason seeks to help individuals, families, and businesses find financial freedom by customizing a financial plan tailored to their unique needs, goals, and desires. Jason has earned his Accredited Asset Management Specialist designation and is licensed to conduct business in securities, disability insurance, and life insurance.
Jason is a graduate of the University of Central Florida. He married a Michigan girl in 2009 and moved to Ann Arbor in 2011. Jason and his wife, Michele, are very busy raising three young boys, but always find time to enjoy the great outdoors.