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Managing Director, Senior Institutional ConsultantRaymond James
ason is a Managing Director and joined Alex. Brown in 2000. Jason previously worked for Wachovia Bank where his focus was Corporate Banking. Jason graduated cum laude with a BA in Economics in 1996 and an MBA in 2000, both from Wake Forest University. Jason was the MBA graduating class recipient of the Wheat First Union Award for Excellence in Portfolio Management and Securities Analysis. Jason has been recognized by Forbes in 2019 and 2020 for being a Best in State Wealth Advisor and by Barron's in 2018, 2019, and 2020 for being one of the top advisors in the United States. He is a member of the Investment Management Consulting Association. Jason holds the Series 7 and 66 securities registrations.
185 Freedlander Dr.
Clyde, NC 28721
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