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Jason Percy
Jason Percy
VP, Wealth Advisor | Capital Advisors
Tulsa, Oklahoma, United States
Jason Percy
Summary
Jason Percy is a seasoned Vice President and Wealth Advisor at Capital Advisors, where he leverages his extensive background in financial investment activities. With a career spanning over two decades, Jason has cultivated a unique blend of experience in consulting and financial services, marked by his roles at Raymond James and Hilti. His academic foundation in Management Information Systems from the University of Tulsa complements his practical expertise, positioning him as a strategic leader in wealth management. Jason's diverse professional journey reflects his adaptability and commitment to excellence in the financial sector. He is known for his analytical approach and ability to navigate complex financial landscapes, making him a trusted advisor for his clients. Outside of his professional endeavors, Jason is passionate about contributing to community development through financial literacy initiatives. His leadership style emphasizes collaboration and empowerment, fostering a positive environment for his team.
Jason Percy
Work Experience
VP, Wealth Advisor at
Capital Advisors
August 2020 - Present
Financial Advisor at
Raymond James
August 2018 - July 2020
Sr. Partner at
The Catalyst
July 2009 - August 2018
SAP HR and Financial Consultant at
Hilti Group
March 2003 - March 2004
Partner at
Hrpay Consulting Partners
March 1999 - March 2003
consultant at
Sap Consulting
January 2000 - January 2003
Jason Percy
Education
Holland Hall
University of Tulsa, Bsba
Frequently Asked Questions about Jason Percy
What is Jason Percy email address?
Jason Percy's primary email address is ***********@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason Percy work for?
Jason Percy is a VP, Wealth Advisor at Capital Advisors, a company specializing in Functions related to depository banking.
Where Jason Percy graduated from?
Jason Percy holds a degree in from Holland Hall.
How can I directly contact Jason Percy?
To contact Jason Percy directly, you can use the email address ***********@raymondjames.com. Complete contact information is available upon registration with Muraena.
Who is Jason Percy?
Jason Percy is a seasoned Vice President and Wealth Advisor at Capital Advisors, where he leverages his extensive background in financial investment activities. With a career spanning over two decades, Jason has cultivated a unique blend of experience in consulting and financial services, marked by his roles at Raymond James and Hilti. His academic foundation in Management Information Systems from the University of Tulsa complements his practical expertise, positioning him as a strategic leader in wealth management. Jason's diverse professional journey reflects his adaptability and commitment to excellence in the financial sector. He is known for his analytical approach and ability to navigate complex financial landscapes, making him a trusted advisor for his clients. Outside of his professional endeavors, Jason is passionate about contributing to community development through financial literacy initiatives. His leadership style emphasizes collaboration and empowerment, fostering a positive environment for his team.
Jason`s contact details
***********@raymondjames.com
**********@mac.com
******@capitaladv.com
Colleagues
Senior Vice President
President
Senior Vice President at Capital Advisors, Inc.
Senior Vice President
SVP / Wealth Advisor
VP, Client Service Manager/Trading
Chief Compliance Officer
Vice President, Wealth Advisor
Vice President Portfolio Analyst