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JASON PERCY
Dallas, Barron

Banking services professional
 : 
JASON PERCY

Dallas, Barron

Prices

Contact this professional to discuss your project details and price.
About JASON PERCY
Professional experience
5. Title: Jason Percy - Experienced Wealth Advisor and Director of Trading Description: Meet Jason Percy, an accomplished professional with extensive experience in the financial industry. As the Director of Trading at Capital Advisors, Inc., Jason brings a wealth of knowledge and expertise to the table. With a proven track record of success, Jason is dedicated to helping clients achieve their financial goals. Jason's career in finance began with his role as a Branch Manager at World Acceptance Corporation. During his time there, he gained valuable experience in financial services and developed strong leadership skills. This experience laid the foundation for his future career in wealth advisory. Recognizing the importance of continuous growth and education in the field, Jason pursued further professional development. He obtained the Accredited Asset Management Specialist (AAMS®) designation, showcasing his commitment to delivering exceptional service and staying up-to-date with industry trends. Currently, Jason also serves as a Wealth Advisor at Cornerstone Wealth Services. This role allows him to work closely with clients, providing personalized financial advice tailored to their unique needs and aspirations. Jason understands that each client's situation is different, and he takes a holistic approach to wealth management, taking into account their long-term goals, risk tolerance, and investment preferences. Jason is known for his ability to analyze market trends, identify investment opportunities, and navigate complex financial landscapes. He combines his knowledge of trading techniques with a deep understanding of his clients' financial objectives to develop comprehensive investment strategies. By leveraging his expertise and utilizing a disciplined approach, Jason helps clients make informed decisions that align with their financial goals. Outside of his professional endeavors, Jason is actively involved in his community, demonstrating his commitment to making a positive impact beyond the boardroom. His strong work ethic, dedication to his clients, and passion for financial planning have established him as a trusted advisor within the industry. If you are seeking a seasoned wealth advisor who puts your needs first and delivers results, look no further than Jason Percy. With his experience, expertise, and client-centric approach, he is the ideal partner to guide you towards financial success. Contact Jason Percy today to start your journey towards a brighter financial future.

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Location

Dallas, Barron (75225)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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