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Jason F. Stanicek, CRPSSenior Vice President, Financial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Jason joined CAPTRUST in 2006 as senior vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jason served as regional vice president with Lincoln Financial Group’s Institutional Retirement plan division, and has worked in the industry since 2000.

EDUCATION

  • Bachelor of Arts degree in communications from the University of North Carolina at Chapel Hill

INDUSTRY DESIGNATIONS

  • Chartered Retirement Planning Specialist (CRPS)

AWARDS AND RECOGNITIONS

  • 2018 Barron's Top 50 Institutional Consultants
  • Recognized in 2008 as one of the Top 20 rising stars in the retirement plan industry by Institutional Investor News
  • Recognized in 2010 as one of the Top 300 most influential advisors in the retirement plan industry by the 401kWire
  • Recognized in 2012 as one of the Top 50 Advisors Nationwide by the 401kWire

MEMBERSHIPS

  • Wake Forest Titans Pop Warner Football Organization

Personal Profile

Hometown:
Park Forest, IL
Favorite Book or Movie:
Atlas Shrugged and Caddyshack
Ideal Dinner Guest:
My mother, my father, and my family
Words to Live By:
Whoever said, it’s not whether you win or lose that counts, probably lost
Qualities I Admire in People:
Integrity, humor, and accountability