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Jason Percy

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Jason Percy

VP, Wealth Advisor | Capital Advisors

Tulsa, Oklahoma, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jason Percy

Work Experience

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VP, Wealth Advisor at

Capital Advisors

August 2020 - Present

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Financial Advisor at

Raymond James

August 2018 - July 2020

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Sr. Partner at

The Catalyst

July 2009 - August 2018

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SAP HR and Financial Consultant at

Hilti Group

March 2003 - March 2004

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Partner at

Hrpay Consulting Partners

March 1999 - March 2003

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consultant at

Sap Consulting

January 2000 - January 2003

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Jason Percy

Education

Holland Hall

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

mail

***********@raymondjames.com

**********@mac.com

******@capitaladv.com

Colleagues

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Cfp Thomas Liversage

Senior Vice President

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Andy Brown

President

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George Haas

Senior Vice President at Capital Advisors, Inc.

Monty Butts

Senior Vice President

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Cfp Simon Beresford

SVP / Wealth Advisor

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Kasey Bray

VP, Client Service Manager/Trading

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Debra Konieczny

Chief Compliance Officer

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Dan Dimitrijevic

Vice President, Wealth Advisor

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Daniel Schluter Cfa

Vice President Portfolio Analyst

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