Jason D. Zaks – Senior Institutional Consultant
Jason is a Managing Director and he joined the firm in 2000. Jason previously worked for Wachovia Bank where his focus was Corporate Banking. Jason graduated cum laude with a BA in Economics in 1996 and an MBA in 2000, both from Wake Forest University. Jason was the MBA graduating class recipient of the Wheat First Union Award for Excellence in Portfolio Management and Securities Analysis. Jason has been recognized by Forbes in 2019 and 2020 for being a Best in State Wealth Advisor and by Barron’s in 2018, 2019, and 2020 for being one of the top advisors in the United States. He is a member of the Investment Management Consulting Association. Jason holds the Series 7 and 66 securities registrations.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The 2020 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. For 2019, out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit www.forbes.com/best-in-state-wealth-advisors for more info.
Barron’s Top 1,200 Financial Advisors, 2019 and 2020.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For 2018, criteria included data points that relate to quality of practice and included professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.