Jason provides comprehensive investment planning. He maintains a private client focus, primarily with corporate executives and small to medium sized business owners nearing retirement. His ultimate goal is to help his clients make great financial decisions while designing a clear path to the financial life they envision.
For over 2 decades, Jason has helped clients address their financial concerns and develop strategies by focusing on and understanding each individual’s specific needs. With extensive experience in developing financial plans along with managing portfolios throughout major shifts in the markets, Jason has dedicated his career to helping his clients make prudent financial decisions and gain clarity to the complexities of Planning and Global Markets while delivering a clear path to meet goals and Objectives. Additionally, he works closely with a client’s CPA or Estate Plan Attorney when needed.
Jason began his career with Smith Barney in Dallas, where he developed his fundamental investment knowledge and served both as Portfolio Manager and Financial Planning Specialist for private clients. He joined Wells Fargo Advisors in 2009 to continue his personalized financial advice and wealth management for mostly corporate executives and business owners. His financial advice always starts with a customized investment plan. Once completed, Jason applies an approach to investments that includes both Strategic and Tactical allocation to help manage risk efficiently. He now brings his decades of experience to Dallas Wealth Advisors and continues his passion for the business.
Jason’s passion does not end there. Growing up in Southlake, Jason learned to enjoy and excel at both Sports and Academics. While earning a Football Scholarship at Northwestern State University of Louisiana, he completed his Bachelor of Science in Accounting. After college he settled back in Dallas/Fort Worth, and 28 years later, still loves all the area has to offer.
Jason and his family reside in Grapevine, Texas. He likes to stay active both physically and mentally, whether it is hitting the Hiking trails, Paddle Boarding, or reading a good Biography. Jason especially enjoys being active in the Grapevine Chamber of Commerce, Volunteering at his local Church, and serving on the board of his University’s Athletic Foundation.
12240 Inwood Road, Suite 450 Dallas, TX 75244 | (214) 400-1001
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dallas Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
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