Flint, MI Financial Advisory Firm
Jason Is a Mentor, Dad to One Little Boy, Family-Oriented, and Lover of Analytical Skills
Jason is a financial advisor and registered investment adviser representative with Raymond James Financial Services, Inc. (RJFS) 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 nearly 20 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
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 three-year-old son Alex. He enjoys spending time with his family, golfing, traveling, and outdoor activities in his free time.
Raymond James is not affiliated with any of the listed entities.
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. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
"Leave Nothing To Chance."
Michigan
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida
712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Securities offered through Stephens Wealth Management Group, Inc., member FINRA/SIPC. Investment advisory services offered through Stephens Wealth Management Group is not a registered broker/dealer. Stephens Wealth Management Group financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Stephens Wealth Management Group, Inc., member FINRA/SIPC | Important Disclosure
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