Jason has been with XXI Financial since 2015.
His passion is helping others achieve success in their lives whether that is in reaching business goals or achieving personal financial security. This philosophy directly supports the goals of the company and is the reason he chose XXI.
His attention to detail, good listening skills and great empathy are symbols of appreciation voiced by his clients as well as his colleagues. This aligns with Jason’s insight and vision to provide an exceptionally personal experience when working with his clients.
He is effectively supported by a team of administrators, advisors, and investment products specialists whose teamwork and professionalism help Jason provide excellent customer service and build long-term relationships with his growing client base.
Prior to joining the company, Jason spent eight years trading on the Chicago Board of Options exchange, including four years as Head of Trading. Since returning to Atlanta in 2005, he has built a comprehensive portfolio of experience including operations, finance, and sales for companies ranging from start-ups to Fortune 100. His background provides an ideal foundation for his work as a financial advisor.
Jason holds a Bachelors of Business Administration in Finance from the University of Georgia and in his spare time he enjoys golfing, tennis, volleyball and spending time with family and friends.