With more than 10 years of experience in the financial industry, Jason Dugan has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. As a CERTIFIED FINANCIAL PLANNER™, Jason understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jason will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Jason endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Jason designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jason puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Jason began his career in financial services in 2005 and previously spent 4 years with Morgan Stanley Smith Barney. Today, Jason provides financial and estate planning through the use of equities, fixed income securities, trust accounts, 529 education savings plans and more through Raymond James.
A native of Williamsport, PA, Jason currently resides in Turbotville, PA with his wife Megan and three children, Joshua, Lauren and Mara. He is a Past President of the Buffalo Valley Kiwanis Club in Lewisburg, PA, a member of the Financial Services Institute, Inc., and a member of the Northcentral Pennsylvania Estate Planners Council. Jason graduated with a Bachelor of Science degree in Business Administration from Lebanon Valley College.
Jason holds Series 7, 9, 10, 63, 66 and his Life, Accident, and Health Insurance license.