Senior Vice President
Philosophy & Approach
Jason joined Stephens as Senior Vice President and Financial Consultant in 2023. He is passionate about serving his clients by identifying their unique circumstances and developing a comprehensive customized plan that addresses their needs. A key component of Jason’s process is developing personal relationships with his clients to gain a deeper understanding of their goals and dreams. “My goal is to play the role of a trusted advisor and to provide sound financial advice and support to clients through the ebbs and flows of markets and life,” says Jason.
Experience & Education
Jason has nearly 30 years of experience guiding clients in all aspects of their wealth management needs. He graduated from the University of Alabama with a Bachelor of Arts in Public Relations.
Jason is also a Certified Financial PlannerTM Professional (CFP®). The certification from the CFP® Board includes the areas of financial planning, tax planning, estate planning, income and retirement planning and investment management.
A Memphis native, Jason has been active in the local community through the years including serving as Finance Committee Chair for both the Memphis Cook Convention Center and Girl Scouts of the Mid-South, as well as President of the Memphis University School Alumni Board of Directors.
Jason and Meredith have three children, Judson, Brooke and Hunter. He enjoys golfing, playing pickleball and spending time at his family's lake house in Heber Springs, Arkansas. Jason also plays the drums, guitar and sings with his band.