Employed as a financial advisor since 1999, Jason has “been there and done that”. His experience includes working for a large national retail brokerage firm; advising and managing at a super-regional bank; and, working in the private bank and trust department of one of the nation’s largest financial institutions. Serving in different roles at different institutions gives Jason a unique perspective when advising clients. He is able to understand and assess both sides of the client’s balance sheet and provide the right solution based on the individual’s situation.
Jason was born in Houston, TX and has lived in Ashland, KY since 1989. He has been a part of and served the WV market since 2006. Jason attended Marshall University and has a BBA in management. Additionally he has earned the following designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor.
Jason is married (Kelly) and has four sons (JB, Tanner, Jacob and Jaxon). He enjoys physical activities and coaching. He has been involved with many youth sports in the Ashland, KY area and is currently the JV baseball coach at Ashland Blazer High School. He most enjoys throwing a baseball with his sons.
- Holds four Kentucky state powerlifting records.
- Has completed a Half Marathon in just over 2 hours despite his aversion to running.
- Plays the guitar (though not particularly well).