Jason Staff, AAMS®

Co-founder & Director of Investment Management

Jason has nearly 10 years of experience in financial services and specializes in asset management and investment analysis. He enjoys the challenge of finding the right investment solution to meet the client’s need, right when they need it. He proactively reviews and manages our client accounts and helps to ensure they are on track to meet their goals.

Jason graduated from Texas A&M with a bachelor’s degree and is an Accredited Asset Management Specialist. His favorite part of his role is making sense of the numbers and translating them into actionable solutions for our clients.

Outside of work, Jason is a member of the Rockport Fulton Area Chamber of Commerce and volunteers at Another Chance Dog Rescue. He is a true animal lover – ask him about raccoons!

Check the background of investment professionals on FINRA’s BrokerCheck.

Hobbies

  • Texas A&M football
  • Exercise
  • Fishing
  • Horseback riding
  • Travel
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