Jason is a registered wealth adviser 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 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.
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.
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.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives 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 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.
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