Jason Croy, CFA

Wealth Management Advisor

Greensboro, NC | 336-230-1811

Overview

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, NC 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.

Education

BBA – Economics, Valdosta State University

BBA – Finance, Valdosta State University

Credentials & Professional Associations

Chartered Financial Analyst (CFA) Charterholder

Member of CFA Society of North Carolina

About Me

My wife and I are blessed with two 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.