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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Jason Dockery

With over 15 years in the banking industry and a strong educational background in information technology, I bring a unique blend of financial knowledge and technological acumen as an investment advisor. My professional journey is characterized by a commitment to financial literacy and empowerment, as I strive to help individuals and families achieve their long-term financial goals through prudent investment strategies and sound financial planning, all aligned with Dave Ramsey’s principles.

One of my standout qualities is my exceptional problem-solving skills. I approach challenges with a creative mindset, dissecting complex issues to find innovative solutions. My ability to analyze financial data, coupled with my IT proficiency, allows me to devise tailored investment plans that are in align with my clients’ needs and goals. Using this, and following Dave’s philosophy, I believe that everyone can achieve financial freedom. My goal is to help you get there!

Beyond my professional life, I am a devoted family man, and am blessed to have been married to my incredible wife for over 10 years now. Together, we have two fun loving and high energy daughters. We value the importance of a strong family unit and I actively integrate this principle into my approach to financial advisory, understanding the significance of securing financial stability for the future of my loved ones. Moreover, my passion for exploring new cultures and fostering family connections is exemplified by my frequent travels to Spain, where I relish the opportunity to visit and bond with my extended family. Saying that, just because I am located in Charlotte, doesn’t mean I can’t be your local advisor! Meeting virtually is always a great option. Also, since I love to travel, being local is only a car or plane ride away!

I look forward to being your guide in your journey to financial peace and prosperity!

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Meet Up

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Get a Plan

I’ll present you with a customized plan based on your goals

More About Jason:

  • Serving Dave Ramsey’s listeners in the Charlotte, NC area, as well as nationally
  • BS in Marketing and Computer Information Sciences
  • Local offices in Fort Mill, SC and Mooresville, NC
  • Avid Football and Futbol Fan
  • Hablo un poco Español, gracias a mi esposa

Locations Served


  • (704) 912-1983

State Licenses

Affiliated with all 50 states