JASON DUGAN, CFP®, AIF®
PRESIDENT, AWG
PRIVATE WEALTH ADVISOR, RJFS
Hello, I’m Jason, a CERTIFIED FINANCIAL PLANNER® professional based in Montoursville, Pennsylvania. With nearly 20 years of experience in the financial services industry, I am dedicated to helping individuals, families, and business owners achieve financial success, guided by my core values of integrity, diligence, and accountability. Whether navigating life’s transitions like retirement, the loss of a loved one, marriage, divorce, or selling a business, I provide comprehensive financial planning advice and investment management strategies tailored to each client’s needs. My approach centers on building lasting relationships founded on trust and delivering strategic, client-focused solutions.
I earned my Bachelor of Science in Business Administration from Lebanon Valley College and began my career in financial services in 2005 at M&T Bank. During my management tenure there, I discovered my passion for investments and financial planning. In 2007, I became a Financial Advisor at Morgan Stanley and soon realized the importance of forging my own path and prioritizing my clients’ best interests. This realization led me to join Raymond James Financial Services, Inc. and establish Aspire Wealth Group in 2011 to offer a more tailored and client-centered approach to wealth management. I currently hold Series 7, 9, 10, 63, and 66 licenses, along with Life, Accident, and Health Insurance Licenses, as well as the Accredited Investment Fiduciary (AIF®) designation.
Since 2019, I’ve been honored to be recognized as a member of the Raymond James Chairman’s Council—ranking among the Top 100 Advisors within Raymond James Financial Services. Additionally, I’ve been named to Forbes’ "Best-in-State Wealth Advisors" list for four consecutive years, including 2024. It’s also a privilege to see the Aspire Wealth Group team included on Forbes' "Best-In-State Wealth Management Teams" list for the third straight year in 2025.
Throughout my career, I’ve been fortunate to experience many rewarding moments. Each time I assist a client in achieving their goals—whether it’s consolidating debt, reaching retirement, or supporting a family after the loss of a loved one—I find immense personal and professional fulfillment, knowing our work has positively impacted their lives.
Giving back to the community has always been a priority for me. Over the years, I’ve been involved with organizations such as Kiwanis International, The American Red Cross, Family Promise of Lycoming County, the Warrior Run Area Fire Department, and my local church. When I'm not helping my clients, I enjoy traveling with my family, golfing, and attending basketball and football games. I live in Watsontown, Pennsylvania, with my wife, Megan, and our three children—Josh, Lauren, and Mara.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chairman's Council Membership is based on prior year fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. No fee is paid in exchange for this award/rating.
2024 Forbes Best-In-State Wealth Advisors
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
2025 Forbes Best-In-State Wealth Management Teams
The 2025 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealthmanagement-teams-best-in-state for more info.