Jason is passionate about helping the team’s founder/entrepreneur clients and is one of SKA’s primary liaisons with Raymond James Investment Banking Group, which is comprised of over 400 bankers in the US, Canda, the UK and the EU.
When not at SKA’s office on SE MLK Blvd., you can usually find him at Cafe Umbria, hosting small get-togethers on his and Stephanie’s Pearl balcony, and a few times a year wandering the streets of Palermo Hollywood in Buenos Aires, Argentina.
Jason began his wealth management career in 1996 and worked at A.G. Edwards and Morgan Stanley before founding SKA Wealth Strategies of Raymond James in 2013. He received his BA from the University of Oregon, where he majored in something entirely unrelated to finance.
Jason is committed to the community and has served on the boards of the Pacific NW College of Art, the Museum of Contemporary Craft, and continues to lend his energies to causes relating to community empowerment and the alleviation of poverty.
His colleagues will tell you that Jason enjoys drawing workflows and diagrams on big whiteboards, and he gets quite excited when doing it. While they think it’s a little quirky, they rarely make fun of him for it.
