Senior Investment Assistant, Raymond James Monument
In a career spanning over 33 years, it is fair to say that the world of financial planning and investments has evolved significantly. Jason, a highly experienced investment assistant, is rolling back the clock to help provide a truly personalised service.
Having dedicated over three decades of his life to the financial services industry, Jason continues his unwavering commitment to help support his Raymond James, Monument colleagues deliver tailored investment solutions to clients across the North East and beyond.
Jason’s career began in 1989 at the CoOperative Bank where he quickly developed his numerical aptitude and interest in investments. Two years later, he joined then Wise Speke Financial Services and spent the next 32 years providing dedicated administrative support and quickly became known as an expert in trading systems. Having built up his vast experience, Jason’s passion for offering a more personalised service led him to accept a role as a Senior Investment Assistant at Raymond James, Monument in 2023.
Over the years, Jason has witnessed a seismic shift in the financial services landscape where the world of traditional stockbroking evolved into a comprehensive wealth management service, offering holistic financial planning advice and tailored investment solutions to a wide range of clients. In recent years, he has noticed the significant consolidation of the sector which has led to the centralisation of personnel and investment services and feels that the personal touch is becoming lost. Given this, and despite the inertia, Jason sought the opportunity to join the team at Raymond James, Monument – a firm committed to ensuring client’s interests are at the heart of everything they do.
Although Jason has spent three decades working in financial services, he has never lost sight of the most important aspect of his role – the client. Throughout his career, he has seen significant technological advancements, several ‘boom and busts’, geopolitical events and regulatory changes. Despite these, Jason has helped support his colleagues navigate clients through these times. His understanding of investment markets, comprehensive administrative expertise and operational efficiency is something that is extremely valued by the team at Raymond James, Monument as they continue their ambition to be the Wealth Manager of choice in and around the region.
Beyond the world of work, Jason is well known in the region to be a passionate football fan and an avid sportsman. Despite his roots being from the North East, he is a self-confessed Tottenham Hotspur supporter which naturally provides regular office debates! He also continues to enjoy playing 11-a-side football and the odd round of golf from time to time.
Jason lives with his wife, Joanne and their son, Jack. Together, they love exploring local attractions, especially those managed by the National Trust, and walking the region’s beautiful beaches.
For more information about Raymond James, Monument, and how its expert team could help map your financial future, email RJUKMonument@RaymondJames.com, call 0191 303 4260, or contact us via our website. Any opinion or forecast reflects the judgment as at the date of issue and is subject to change without notice. This commentary is intended for information purposes only and no action should be taken, or refrained from being taken, as a consequence without consulting a suitably qualified and regulated person. With investing, your capital is at risk.
www.Monument.RaymondJames.uk.com