Jason Dugan CFP®


Jason Dugan is a CERTIFIED FINANCIAL PLANNER™ in Montoursville, Pennsylvania. As President of Aspire Wealth Group, securities offered through Raymond James Financial Services, Inc., Jason endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Jason understands that each client’s needs, hopes, and dreams are different and he strives to customize plans that will ultimately bring them closer to achieving their financial goals. He also knows that defining those goals are an important part of the process and that they may change depending on what stage of life, transitions, or circumstances a client may be facing. Jason continually monitors each client’s plan to make sure it adapts to those changes. Life can throw you curves, Jason is committed to keeping his clients on a steady course.

Jason is a Lebanon Valley College alum, where he graduated with a Bachelor of Science in Business Administration. He is a member of the Financial Services Institute, Inc. and holds a Series 7, 9, 10, 63, 66, and his Life, Accident, and Health Insurance License. Jason was recognized by Raymond James as part of the Leader’s Council for the top advisors in the country for 2018 and each of the four years prior. * He is also an NFLPA Registered Player Financial Advisor.

Jason began his career in financial services in 2005 and previously spent 4 years with Morgan Stanley Smith Barney. Today, Jason focuses on planning for every stage of life. From Education Planning to Retirement Planning to Estate Planning, he has accumulated the knowledge and perspective to navigate the best path for his clients.

Jason is active in his community because he believes in giving back where he is able. When he saw a need for volunteer firefighters in his very own community, he rose to the challenge and is now a Lieutenant in the Warrior Run Volunteer Fire Department. He has also served on the school board of Meadowbrook Christian School in Milton, PA and is a past President of the Buffalo Valley Kiwanis Club in Lewisburg, PA.

A native of Williamsport, PA, Jason currently resides in Watsontown, PA with his wife Megan, and their 3 children, Josh, Lauren, and Mara and their Golden Retriever, Toby. When he’s not with clients (or fighting fires) you can find him on the golf course or camping in the summer, but if it’s Fall, that means Penn State Football. Jason and his family are avid fans, and most Saturdays you will find them at Beaver Stadium or gathered with friends and family around the television at home cheering on their beloved Nittany Lions.

*Membership is based on prior year fiscal year production. Re-qualification is required annually. The ranking may not 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.

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