Jason Wright is a second-generation financial advisor and native of Washington DC. He offers clients more than 11 years of financial services industry experience, including positions with independent registered investment advisory firms, investment banks, and retail bank programs. For the last 10 years he served as a Vice President and Financial Advisor with Capital One Investing. While at Capital One, Jason was recognized as Financial Advisor of the Year for the Virginia region in 2014 and 2015 along with being recognized in 2018 by the Washingtonian* as one of the top financial advisors within the Washington, DC area.
Jason implements a goals-based financial planning process tailored to the unique needs of each individual client, family or business. He holds himself accountable to the belief that client relationships are strengthened by providing a high level of transparency, clarity, and responsiveness. Jason delivers an ensemble approach working directly with professionals used by the client including the CPA, estate planning attorney, private banker and mortgage lender to coordinate all aspects of the financial picture.
Jason has been affiliated with Capital One Investing, Chevy Chase Financial Services, and Merrill Lynch maintaining the Series 7 and 66 securities registrations, along with Life and Health Insurance licenses. He graduated from the honors program at Elon University with a Bachelor of Science in Finance and a Minor in Spanish. Jason resides in Bethesda, MD, and enjoys tennis, golf, motorsports, and volunteering at local area food banks in his spare time.He previously resided in Madrid, Spain and supports all Spanish speaking clients for Capital Harvest Wealth Partners.
*Washingtonian – Top Wealth Advisors (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.