Jason M. Shell, is a CERTIFIED FINANCIAL PLANNER™ professional and has more than two decades of investment and financial planning experience. He uses his experience to work with clients in the development of customized personal plans that help preserve their wealth and prepare for retirement. By taking the time to listen and understand their goals, Jason develops client relationships that better enable him to help meet their financial needs.
As an experienced financial professional, Jason holds numerous professional designations and securities licenses. He is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified in Long-Term Care, CLTC, a registered investment advisor representative, and holds a Series 7, Series 63, Series 65 license, along with life and health insurance licenses.
Jason graduated from East Carolina University with a bachelor of science in business administration with a concentration in Financial Services. He earned a full athletic scholarship from East Carolina and was a member of the Pirates football team.
Jason and his wife, Heidi, live in China Grove with their two daughters, Raegan and Tenley. Jason is active in the sport of archery and hunting and enjoys target clay shooting. He is a member of First United Methodist Church, Eureka Masonic Lodge #283, Rowan County Shrine Club, Oasis Shrine Club and Delta Waterfowl Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.