Jason Douglass is a partner and private wealth advisor at Douglass Investment Group. He is dedicated to simplifying the complexities of modern wealth management. With nearly two decades of experience in the financial industry, Jason is building a reputation for providing personalized and strategic financial guidance to high-net-worth individuals and families.

Jason's commitment to excellence is exemplified by his attainment of the prestigious Certified Private Wealth Advisor® (CPWA) designation. This credential, awarded by the Investments & Wealth Institute after completing a rigorous educational program administered by Yale University and passing a comprehensive exam, highlights Jason's expertise in areas such as tax and estate planning, retirement income, and asset protection. His CPWA® designation ensures that clients receive the highest level of professional advice and service.

In addition to his technical expertise, Jason is passionate about aligning our clients' investments with their values. He works closely with each client to understand their personal goals and aspirations, crafting investment strategies that reflect their unique vision for the future. By tailoring his approach to meet the specific needs and values of each client, Jason helps them achieve financial success that resonates with their long-term objectives.

Outside of his professional life, Jason is an active member of his community and enjoys volunteering his time and resources to various charitable organizations.

Jason has been with the team since 2006. He earned a bachelor’s degree with a concentration in Finance from the Barton School of Business at Wichita State University.

The Certified Private Wealth Advisor (CPWA) designation is a prestigious credential for financial professionals who specialize in managing the complex needs of high-net-worth clients. It demonstrates expertise in areas such as tax and estate planning, retirement income, and asset protection. Advisors with the CPWA designation are equipped to address the intricate financial issues that affluent individuals face. This certification is awarded by the Investments & Wealth Institute after completing a rigorous educational program administered by Yale University and passing a comprehensive exam.

Jason and his wife Rachel live in East Wichita, are active members of the community and enjoy spending family time with their two children Tripp and Ava and their spaniel, Winston. He is active in the local ICTBookclub and enjoys spending time outdoors with golf, soccer, and skiing.