Jason is the Cofounder and COO of Sequoia Advisor Group, where he serves as a CERTIFIED FINANCIAL PLANNER™. A graduate of Harding University, he specializes in helping individuals with comprehensive financial planning, investment services, and wealth management. He is also the cofounder of GivApp.
Jason shows a strong interest in business strategy and technology, indicated by his engagement with publications like the Harvard Business Review and CNET. His venture, GivApp, suggests a passion for leveraging technology for community-focused or philanthropic purposes, blending his professional and personal interests.
He is a dual founder, having established both a financial advisory firm and a technology application.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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