Jason started his career in the financial services industry with AmSouth Bank in 2005 after he was accepted into their management training program. He subsequently worked as an assistant branch manager helping clients with a variety of lending, depository and insurance related services. In 2007, Jason joined HBKS Wealth Advisors, where he spent the next 12 years as a financial advisor. In that role, Jason was responsible for working with high net worth individuals and families to assist with their financial planning and investment management needs including: asset allocation analysis, retirement cash flow analysis, estate planning, and tax planning. In 2011, Jason obtained his CFP® (Certified Financial Planner) designation by completing an in-depth two-year program of study in financial planning, insurance, investments and retirement plans, tax, and estate planning. Jason is a Client Advisor with the firm.