Jason Guenther, CFP®, CEPA®

Chief Investment Officer
Wealth Advisor
Jason.Guenther@stephenswmg.com

Jason Is a Mentor, Dad to One Little Boy, Family-Oriented, and Lover of Analytical Skills

Jason is a registered 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.

Jason Guenther

Jason's Money Story

"The importance of saving was ingrained in me at a young age by my family. While pursuing my business degree at Michigan State University, I became interested in the financial services industry after taking several finance classes, ultimately majoring in finance. In addition, after completing an internship in the wealth management industry, I quickly realized that this profession would allow me to satisfy my interest in finance and passion for helping people.

We are in a unique position of being able to help our clients achieve their financial goals. It is extremely fulfilling to work in an industry where we can have such a profound impact on people’s lives."

Jason Guenther

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.

Visit Jason on LinkedIn

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).

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.

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