With more than 12 years of experience in financial planning and investment management, Jason Wolgemuth has the accumulated knowledge and perspective to help you with your financial goals. 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 some of 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 strategy 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 reviews its performance for opportunities to adapt to life changes and new goals.
Jason began his career in financial services in 2010. Today, Jason provides financial planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of Daytona Beach, FL, Jason graduated with a Bachelor of Science in Finance as well as a Master of Business Administration from the University of South Florida St. Petersburg. Away from the office, Jason also enjoys golfing and fishing. Jason is married to Elizabeth, and they keep busy with their two daughters Eden and Ella.