A charismatic and results-driven leader, Jason brings extensive experience in strategic planning and execution, sales leadership, business development, and strategic partnership management to the Sowell leadership team. As Chief Revenue Officer, Jason is responsible for developing and implementing Sowell’s revenue growth plans with an emphasis on leading new advisor acquisition efforts, growing Sowell’s TAMP offering, expanding Sowell’s M&A capabilities, as well as enhancing the overall evolution of the Sowell brand and advisory platform.

Jason began his financial services career in San Francisco in the 1990s with a startup hybrid-RIA launched by breakaway wirehouse advisors. Over the last 25 years, Jason has developed a true passion for serving the financial advisory community through various senior executive roles of increasing responsibilities. Before joining Sowell’s leadership team, Jason previously served as President of Integrated Advisors Network, Managing Partner of ReDefine Capital Partners, Managing Director of Angel Oak Capital Partners, Regional Senior Vice President of Deutsche Bank/DWS (NYSE: DB), Managing Director of Envestnet (NYSE: ENV) and Regional Director of Lockwood Financial/BNY Mellon (NYSE: BK).

Originally from Atlanta, Jason, and his family live Denver, CO, where he loves exploring the natural beauty around him. When not working, he enjoys fly-fishing, Georgia Bulldogs football, and spending every second he can with his wife and their sons.