Jason E. HeltonASSOCIATE, WEALTH MANAGER
Jason E. Helton focuses on providing clients with dynamic and comprehensive financial planning at the Dallas office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Jason provides clients clarity about what they want their money to do for them, the confidence it can happen, and control to know what changes need to be made along the way.
Jason joined Goldman Sachs Personal Finance Management in September 2020 as a Wealth Manager. He previously worked with a boutique investment advisory firm where his focus was on client service and comprehensive wealth management for families, individuals and small company retirement plans.
Jason graduated from Stephen F. Austin State University with a BBA in Business.
During his spare time, Jason enjoys spending time with His wife, Kashia, and their three children. He has dedicated much of his time to the local community of Fort Worth and surrounding areas. He is also a board member for the nonprofit Camp Fire First in Fort Worth.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.