Partner, Wealth Partners Alliance
Wealth Advisor, RJFS
Jason provides comprehensive investment planning. He maintains a private client focus, primarily with corporate executives and business owners nearing retirement. His highly disciplined approach to both planning and investments leads to a strategy for clients that is organized, concise and goal-oriented.
For 23 years, Jason has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience in developing financial plans, along with managing portfolios throughout major shifts in the markets, Jason has dedicated his career to helping his clients efficiently reach their financial goals and objectives. Additionally, he works closely with a client’s CPA or estate plan attorney when needed.
His financial advice always starts with a customized investment plan. Once completed, Jason applies an approach to investments that includes both strategic and tactical allocation to help manage risk efficiently.
Jason began his career with Smith Barney in Dallas, where he developed his fundamental investment knowledge and served as a portfolio manager and financial planning specialist for private clients. He joined Wells Fargo Advisors in 2009 to continue his personalized financial advice and wealth management for mostly corporate executives and business owners. He now brings his decades of experience to Wealth Partners Alliance and continues his passion for the business.
Growing up in Southlake, Jason learned to enjoy and excel at both sports and academics. While earning a football scholarship at Northwestern State University of Louisiana, he completed his Bachelor of Science in accounting. After college, he settled back in Dallas/Fort Worth, and 25 years later, still loves all the area has to offer.
Jason and his family reside in Grapevine, Texas. He likes to stay active both physically and mentally, whether it is hitting the hiking trails, paddle boarding or reading a good biography. Jason especially enjoys being a local Rotarian and volunteering at his church, and serving on the board of his university’s athletic foundation.
[disclosures] Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.