• Wealth management and portfolio strategies for high-net-worth families and institutions 


  • B. Riley Wealth Management, since 2009
  • 25 years in industry


  • University of Alabama


Jason offers comprehensive wealth management and customized investment advisory services to individuals, families, businesses, and non-profits. His 25+ year career in wealth management has provided the needed experience to impart valuable advice and insight to manage his clients' needs. By taking the time to develop strong, personal relationships with each of his clients, Jason gains a deeper understanding of their lives, goals and dreams. Building upon this foundation of trust, Jason is able to tailors his advice and provide financial solutions uniquely suited to produce desired financial outcomes.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.