Jason Firek, CFP®, is a Managing Director, Wealth Management Advisor, and partner at Panos Firek Wealth Management. With decades of experience, he is dedicated to building lasting client relationships based on trust, integrity, and hard work. Jason specializes in comprehensive wealth management for affluent families, offering tailored solutions to meet their unique needs.
Together with his business partner, Gus Panos, Jason has grown their practice from the ground up, managing close to $600 million in assets. His expertise in comprehensive planning allows him to create customized financial plans for each client, drawing on his knowledge of investments, liability management, insurance, and estate planning. Jason stays informed about the ever-evolving financial landscape by dedicating time daily to reading about the latest trends and changes. Leveraging the extensive research department at Raymond James, he provides guidance to clients navigating the complexities of the financial world.
Jason's passion for financial advising and entrepreneurship stems from his parents' entrepreneurial spirit. An internship with Wachovia Securities in the late 1990s solidified his career aspirations. Prior to joining Raymond James in 2019, he was a First Vice President at Merrill Lynch. He began his financial career in 2002 with Morgan Stanley after earning a bachelor's degree in business administration from Hope College. During his time at Hope, Jason also served as a liaison between the Bank of New York and institutional clients on the Chicago Board of Options Exchange.
Outside of work, Jason values time with his family and giving back to the community. He actively participates in his church and enjoys coaching youth sports. Jason and his wife, Elizabeth, have five children: Nolan, Davis, Charles, Elle, and Henrik. In their leisure time, they enjoy hunting, fishing, and farming on their 82-acre property in Howell. As an annual tradition, the family takes joy in producing homemade maple syrup.
The Forbes Top Wealth Advisors Best-In-State 2023 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 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who 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 who 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 39,007 nominations, 7,321 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 an individual client's 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/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.