Jason Is a Mentor, Dad to One Little Boy, Family-Oriented, and Lover of Analytical Skills
Jason is a registered Senior Wealth Advisor representative and Chief Investment Officer of Stephens Wealth Management Group (SWMG). He oversees our investment management department and leads our investment committee. He’s a CERTIFIED FINANCIAL PLANNER® practitioner with 23 years of experience in the wealth management industry. Before joining SWMG in 2012, Jason worked for an independent wealth management firm in the Chicago area, providing clients with comprehensive financial planning solutions. Prior to this, he worked for Ayco Company, L.P., a Goldman Sachs company, where he provided comprehensive financial counseling to corporate executives.
With a dedicated and proactive approach, Jason’s ongoing goal is to exceed his clients’ expectations. He works with clients to develop and implement customized wealth management strategies and advises them on all aspects of financial planning, investments, and retirement strategies, as well as estate, insurance, and tax planning.
Education
Bachelor’s degrees in Finance and Psychology, Michigan State University
CERTIFIED FINANCIAL PLANNER® certification
Certified Exit Planning Advisor certification
Outside of the Office
Jason was born in Columbus, Ohio, and grew up in Michigan. He lives in Rochester Hills with his wife, Becky, and six-year-old son Alex. He enjoys spending time with his family, golfing, traveling, and outdoor activities in his free time.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Stephens Wealth Management Group is engaged, or continues to be engaged, to provide investment advisory services.