Jason joined the financial services industry in 1999 serving individual, business, trust, and small endowment clients. During his tenure, he worked at Smith Barney, Wells Fargo Advisors, and Investment Professionals, Inc. Jason received an MBA in Business Finance from UNC-Charlotte Belk College of Business and a BSBA degree from UNC-Chapel Hill. Jason enjoys helping clients identify and accomplish their financial goals and objectives. This involves pursuing long-term, trusted relationships with clients through building, diversifying, and monitoring client’s investment portfolios as well as conducting ongoing account review to measure progress.
As a family oriented husband and father, Jason and his wife, Erin, are parents to six children. The Brown’s are participating members in their church and have the privilege of serving in various ministries. Family time is often invested on the soccer pitch for family pick-up games and coaching opportunities with a local soccer club.