Jason founded The Stephens Group in 1999 on the premise of providing comprehensive wealth management with the highest level of customer service. Jason and his team deliver customized solutions that address the full spectrum of wealth management needs for select families. These needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies.
Jason is a Managing Director who has earned the designation of Private Wealth Advisor a distinction leveed to less than 1% of UBS advisors across the globe. Jason frequently speaks on topics such as tax planning strategies, investing for income and other concerns for today's active retiree. With over 20 years of experience in the financial services industry, Jason has been awarded numerous awards and accolades including:
- Top 1200 Financial Advisors in the United States by Barron's Magazine 2014-2021
- Financial Times "Top 400 Financial Advisors" 2016, 2020
- Forbes "America's Top 250 Wealth Advisors" 2017-2021
- On Wall Street's "Top 40 Advisors Under 40" 2015
- Naples Illustrated "Super Men" 2015
- Gulfshore Life's "Men & Women of the year" 2019
Jason is an avid supporter of many local organizations and charities including, past Vice President and Trustee for SWFL Children's Charity which has raised over 25mm for local children in Southwest Florida since 2008, participant in the Take a Soldier Fishing event held in Southwest Florida which hosted over 150 active duty military for a weekend fishing tournament, Past Chair and head of the Executive Leadership Committee member for Southwest Florida's American Heart Association’s Heart Ball, past patron to Boys and Girls Club of Collier County, Neighborhood Health Clinic and David Lawrence Center for Mental Health and Substance Abuse Services.
Jason has earned the Bachelor of Science degree in finance from the University of Florida’s Warrington School of Business and his Investment Consultant Designation from the University of Pennsylvania’s Wharton’s School of Business. In addition, Jason is a Certified Financial Planner (CFP®).
In his free time Jason enjoys golf, boating, baseball, and fishing. In addition, Jason is an avid tennis player, formerly ranked in the State of Florida USTA (4.5 level). He also enjoys traveling and spending time with his wife Kelly and children Tyler, Austin, Madelyn, and Nolan. Jason and family reside in Naples, Florida and have spent over 30 years in the Southwest Florida area.
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI