As a British expatriate looking to build a network and establish business, the BABCPHL was one the of the first organizations Jason Walker contacted in 2015 when he moved from the UK to Philadelphia. After a couple of years as a general member, he moved into a the role of BABCPHL Young Professionals Group Co-Leader. Recently, Jason was invited to join the BABCPHL Board of Directors, and he is currently serving as Treasurer. Through Jason’s involvement with the BABCPHL, he has made many valuable business contacts and friends who have helped grow and develop his practice.
Jason works with private clients and small businesses as their trusted advisor, creating and maintaining investment plans to ensure they are on track to meet their financial goals. As a British expatriate in Philadelphia, Jason’s niche includes working with other expatriates regarding their unique circumstances. He helps clients reach their greatest objectives with a simple, transparent and disciplined process by designing and implementing an investment strategy based on each individual’s unique situation. Jason’s passion is knowing he makes a positive difference in the lives of the families and organizations he serves.
During the pandemic, Jason has really missed the social aspect of his work. To fill this void, he and his family adopted a dog, named Boris, who now keeps them busy and entertained. Once pandemic restrictions are lifted, Jason hopes to travel back to the UK to visit friends and family. Jason says, “this is the longest stretch of time I have ever been away, and I can’t wait to see everyone in Blighty. When back I will be eating a late-night curry, having fish and chips with my Mum, and buying a scotch egg or three from the supermarket!”
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
One Logan Square
130 N. 18th Street, Suite 1300
Philadelphia, PA 19103
Phone: 215-640-3161
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
