Jason Hester

Inquirer
DISC Type : dc

Co-Managing Partner at Balefire Wealth

Greater Jackson Area, United States

Overview

Jason Hester is the Co-Managing Partner of Balefire Wealth, where he leads strategic growth and oversees the firms investment platform. He specializes in guiding affluent families and corporate clients through complex financial and generational transitions. He holds a BBA from Mississippi State University and Series 6, 7, and 63 certifications.

Jason lives on a family farm in Sallis, Mississippi, where he enjoys fishing, golfing, gardening, riding motorcycles, and working with his hands. An avid reader and lifelong learner, he also loves to cook and travel with his wife and three children. His professional focus is guided by his faith and a purpose-driven approach.

After witnessing extreme poverty in South Africa, he founded Restoration Hope, a non-profit dedicated to helping children infected with HIV.

Personality Overview

ROI Conscious

Judgemental

Upfront

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Integrated Wealth Management
Focuses on providing holistic financial solutions for high-net-worth families, covering wealth transfer, succession, and estate planning.
Purpose-Driven Business
His leadership is described as "Faith-Guided" and "Purpose-Driven, " and he emphasizes stewardship and impact in his firm's strategic plans.
Philanthropic Initiatives
Founded Restoration Hope to combat childhood HIV in South Africa after being profoundly impacted by a three-month family trip to the country.

Media Appearances

RIA Edge Podcast: The Balefire Wealth Journey. Featured in WealthManagement.com

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The Balefire Wealth Journey with Jason Hester and John Hoffman. Featured in YouTube

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Work History

1-2025
Co-Managing Partner at Balefire Wealth
12-2014
Owner at Lion Street
7-2014 - 1-2025
CEO at Navitas Wealth Advisors
1-2012 - 7-2014
Chief Executive Officer at The Fortis Company
1-2011 - 5-2022
Founder at Restoration Hope

Education

1995 - 1998
Bachelor of Business Administration (BBA) from Mississippi State University - College of Business and Industry

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Jackson Area, United States Job Level : N/A Designation : Co-Managing Partner at Balefire Wealth
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Jason

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • Their decision making speed is somewhere in the middle.
  • Can Jason take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Jason

Personality Compatibility


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