J. Jason Heaton Headshot
J. Jason HeatonChFC®, AIF®, CRPC®, CRPS®, AAMS®, CPFA, LUTCF®, WMS Vice President, Wealth Management

Jason has been in the Financial Services Industry for over 13 years and is a 2nd generation Financial Advisor. His father, Jim Heaton, started our team in 1982 at Merrill Lynch. Jason started his career with the Hartford and State Farm in 2005. In 2012, he joined the team at Merrill Lynch, and is now at Raymond James. His primary focus for our team is business development and our wealth management process.

Jason, a Florida native, was born in Ocala, and grew up on Lake Weir. He currently lives in Dunnellon with his wife and three daughters. In his free time, he enjoys going fishing, maintains a small farm, and is actively involved in the local 4H organization. He has a passion for playing the piano.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.