Greensboro, NC | 336-230-1811
Jason is an advisor in our Greensboro office where he serves clients in a wealth management and financial planning capacity, striving to help clients uncover their needs and achieve their goals. Prior to joining SFG, Jason was a senior investment analyst at a large RIA in Raleigh, North Carolina, where he worked with the chief investment officer on asset allocation research, economic analysis and portfolio design. In addition, he supported the private wealth division in managing clients’ portfolios. Jason joined SFG in 2017.
BBA – Economics, Valdosta State University
BBA – Finance, Valdosta State University
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™
Member of CFA Society of North Carolina
My wife and I are blessed with three wonderful daughters. We love traveling whenever possible and getting outdoors – taking trips to the mountains or the beach, running with the dog, or just enjoying a local park. Originally from Atlanta, I take every opportunity to cheer on the Braves and Falcons and try to make it down to catch a game at least once each season.