Jason Norton, CRPC®

Since 2004, Jason Norton has helped clients navigate into and throughout retirement. His step-by-step wealth building and wealth preservation process is the cornerstone of his commitment to guiding clients in the retirement and wealth planning process as an independent advocate and guide.

As an experienced wealth management advisor and Chartered Retirement Planning Counselor (CRPC), Jason understands the unique challenges individuals, families and business owners face in today's uncertain economic environment. He believes that creating customized, wealth building portfolios with the goal of helping maximize return with minimal volatility is critical to developing a realistic, sustainable, long term retirement distribution plan that seeks to maximize income during retirement while still obtaining growth potential.

As part of his ongoing commitment to his clients, Jason is consistently expanding his knowledge, and makes himself readily available to answer questions and address evolving financial planning needs. Jason believes offering an elevated client experience is one of the most important aspects of his practice. In 2021 he was featured in The New York Times in an article exploring how perceptions of wealth have changed since the pandemic.

Jason completed his Bachelor of Science degree in Economics, graduating cum laude from the University of West Georgia in 2004. He began his college education at Young Harris College, where he completed his A.S. in International Business in 2002.

He and his family have been connected to Carroll County since 2002. The Norton family enjoys traveling to the beach and being outdoors. Often you will find Jason and his family at the rec fields or a favorite fishing or hiking spot. An avid traveler and hiker, Jason has a goal of visiting all 63 U.S. National Parks. His favorites so far have been Glacier, Rocky Mountain and Denali. Jason also enjoys cycling and running. In 2020 he ran his first half-marathon.

Jason enjoys serving as a Trustee of Young Harris College. A personal beneficiary of the YHC Local Scholarship Fund from 2000-2002, Jason has a passion for assisting the students of the north Georgia mountains who aspire to higher education. In his role as Immediate Past Chairman of the Board of Associates of KidsPeace in Bowdon, GA, Jason has seen firsthand the importance of early intervention and has developed a passion for assisting underprivileged youth move forward in life.