Managing Partner & Operations Manager
In the office
Jason is a true believer in servant leadership and he supports the advisors, client service team, and operational team members with day-to-day operations to help keep things running smoothly behind the scenes at Arrow & Bow. As a co-founder of the firm, he has a vested interest in making sure everyone can focus on their specific job without the headache of interruptions. He maintains order in the office, making sure our team has the right technology and tools for the job, taking care of office expenses and supplies and serving as a liaison between the LPL home office and our OSJ (Office of Supervisory Jurisdiction, Good Life Advisors) if he can’t take care of something himself.
Licenses and Certifications
- Series 6 (held with LPL Financial)
- Series 63 (held with LPL Financial)
- SIE (held with LPL Financial)
- Life & Health Insurance
Out of the Office
Jason is always eager to help out wherever he is needed most and always makes sure everyone around him is having fun. Life is too short not to enjoy every day.
You can find him spending time with his wife and two kids, usually playing sports with his son, and soaking up this time with his newborn daughter. He has been known to complete a few CrossFit workouts a week before the sunrise and can also be found rucking around the town with Elizabeth in between meetings. Come join him for a workout!
In the Community
Jason is Originally from Greenville, SC but now considers Fort Mill his home. He and his family enjoy cleaning up the community they love and live in so you can find them picking up trash on the weekends. He enjoys participating in charity events for great causes, competing in AMRAP for Autism annually.
- Fort Mill Parks & Recreation Coach Pitch Baseball, Volunteer Assistant Coach