Jason Cross, JD, CFP®, CTFA, CEPA is a Partner and Wealth Advisor at Corient, a prominent registered investment advisor in the United States, where management of $147 billion for over 10,000 high and ultra-high net worth clients is conducted. Previously, Jason held roles as a Wealth Advisor at McGill Advisors, a Division of Brightworth, and as an Associate Wealth Advisor at Robert W. Baird & Co. Prior to that, a position as a Financial Advisor at SunTrust Bank included management of various Private Wealth Management Trust accounts for high net worth clients. Jason began a career as a Grants Consultant for the Georgia Department of Economic Development, overseeing significant economic development programs. Educational qualifications include a Juris Doctor from Emory University School of Law, focusing on Estate & Trust Planning, along with a Bachelor's Degree in Finance and Law from Emory University - Goizueta Business School.
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