• Education

    – University of Georgia, Bachelor of Science (summa cum laude) in Family & Consumer Sciences – Family Financial Planning
    – Gainesville State College, Associate of Arts in Psychology

  • Certifications/Licenses

    – FINRA® Series 6, 63, 65
    – Certified Financial Planner (CFP®)
    – Retirement Income Certified Professional (RICP®)

  • Involvement

    Holds a seat on his HOA finance committee.

  • Joined Us In

    2016

  • Prior Experience

    Mercer Advisors

  • Born & Raised

    Snellville, GA (Where everybody is somebody!)

  • Family

    Jason is married to Tracey-Ann and is close with his parents and younger sister, Jamie. He is also very active with his two nieces and nephew. Uncle Jason is “in charge of fun” anytime they are around.

  • Favorite...

    Restaurant – Seed Kitchen & Bar
    Sport to Play – Ultimate Frisbee
    Sport to Watch – College Football
    TV Show – Game of Thrones

  • Fun Fact

    Jason is a certified Reiki Master Teacher and wrote a 52,000 word novel in 30 days as part of NaNoWriMo.

  • Favorite Quote

    – “Whether you think you can, or you think you can’t, you’re right.” – Henry Ford
    – “Just for today, I will let go of anger; I will let go of worry; I will do my work honestly; I will be grateful for my many blessings; I will be kind to every living thing.” – Reiki Precepts

Jason Eagle has always had a passion for helping others, so much so that he advised classmates how to best plot their course schedules in college. While at UGA, Jason began studying psychology with the goal of becoming a counselor or therapist until a course in financial planning shifted his life’s trajectory.

Today, Jason has over seven years of experience as a financial advisor and is excited to add JOYN’s Behavioral Wealth Management™ process to his client conversations. This innovative approach is what brought him to JOYN from Mercer Advisors.

Jason Eagle, Jason Eagle

Jason and his wife, Tracey-Ann, on a civil rights food tour in Atlanta.

“Money is part of the conversation,” explains Jason. “We want our clients to live fulfilling lives, and that can be done only by setting life priorities, conversations that go beyond the scope of traditional wealth management. I was attracted to JOYN because of its refreshing approach. JOYN’s financial advisors use well-developed tools to help clients uncover their own priorities rather than dictate where the client should focus.”

Not one to be content with the status quo, Jason routinely finds ways to explore his creative side through fiction writing and spiritual practices. Jason has participated in NaNoWriMo (National Novel Writing Month) and was able to crank out over 1,700 words per day to finish his first novel. He is currently working on a second.

Jason is also a strong advocate for the many physical and mental benefits of meditation. Both he and his wife Tracey-Ann are certified Reiki Master Teachers. Reiki is a Japanese technique for stress reduction and healing, making Jason JOYN’s office stress-repellant. Other pastimes include cooking, swimming, and the occasional round of Ultimate Frisbee.

Recognition

Jason Eagle, Jason Eagle

In the News

Jason Eagle, Jason Eagle
Jason Eagle, Jason Eagle
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Jason’s Insights

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Let's Connect

Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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