JASON DUGAN, CFP®, AIF®
PRESIDENT, AWG
PRIVATE WEALTH ADVISOR, RJFS
Hello, I’m Jason, a CERTIFIED FINANCIAL PLANNER™ professional based in Montoursville, Pennsylvania. I’ve devoted nearly two decades to this profession working first at Morgan Stanley before I had a realization about the importance of charting my own course and treating my clients with the utmost care. This led me to join Raymond James Financial Services, Inc. and establish Aspire Wealth Group in 2011.
My dedication lies in building lasting relationships and providing personalized financial planning advice and wealth strategies, using the most comprehensive resources in the industry. Throughout my career, I've built a solid reputation for helping individuals, families, and business owners achieve financial success.
I earned my Bachelor of Science Degree in Business Administration from Lebanon Valley College. My journey in financial services started in 2005 with M&T Bank, and by 2007, I became a Financial Advisor at Morgan Stanley. I currently hold a Series 7, 9, 10, 63, 66, as well as my Life, Accident, and Health Insurance License. I have also earned the Accredited Investment Fiduciary designation.
Since 2019, I've been recognized as a member of the Chairman's Council for the Top 100 Advisors within Raymond James Financial Services. Additionally, I'm honored to be included in the 2024 edition of Forbes' list of "Best-in-State" Wealth Advisors, marking the fourth consecutive year of this recognition. Forbes has once again acknowledged the Aspire Wealth Group Team as one of its "Best-In-State" Wealth Management Teams for 2024, marking the second consecutive year of this recognition.
Giving back to the community that has shaped me is of utmost importance. I've dedicated my time to various organizations such as Kiwanis International, The American Red Cross, Family Promise of Lycoming County, the Warrior Run Area Fire Department, and my local church. When I'm not helping my clients plan for their futures, you can find me traveling with my family, playing a round of golf, or attending a sporting event…especially basketball or football games. I currently reside in Watsontown, Pennsylvania, with my wife Megan and our three children Josh, Lauren, and Mara.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chairman's Council Membership is based on prior year fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. No fee is paid in exchange for this award/rating.
2024 Forbes Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, 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. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 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 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an 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 https://www.forbes.com/best-in-state-wealth-advisors for more info.
2024 Forbes America's Top Wealth Management Teams Best-in-State
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an 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 see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.