First Vice President - Wealth Management, The Plan Solutions Group

Raymond James

Jason provides investment consulting advice for large institutions, nonprofit organizations, employee benefit plans and high-net-worth clients as vice president of investments. He uses expertise gained through more than 15 years in the financial services industry to help people pursue better outcomes with their retirement plans. Before joining the firm he worked for J.C. Bradford & Co. in the trust department.

He has earned the Certified 401(k) Professional - C(k)P™ designation from The Retirement Advisor University at UCLA Anderson School of Management, which recognizes substantial practical retirement plan management experience and the completion of a comprehensive and specialized education program. He holds an Accredited Investment Fiduciary® (AIF®) designation, representing a thorough knowledge of and ability to apply the fiduciary practices, as well as the Accredited Wealth Management Advisor (AWMA®) professional designation. In addition, he has a Bachelor of Science in history from the University of Tennessee and a degree in retail consumer science.

Originally from Rockford, Illinois, he now lives in Franklin and enjoys spending time with his wife, Michelle, and his children, Sean and Macy. His hobbies include bodybuilding, cooking and traveling.