Jason Kaplan

Research Analyst

Jason joined Godsey & Gibb Wealth Management in 2019. He works with the Director of Investments and supports all aspects of the research process. This involves conducting industry and market research to identify potential investment opportunities, performing fundamental security analysis on current and prospective equity and fixed income portfolio holdings and issuing investment recommendations. Jason also assists in the development of materials to facilitate advisor communications with clients and prospects.

Jason is a graduate from Virginia Commonwealth University with a B.S. in Finance, where he spent considerable time in the Student Managed Investment Club as a Senior Analyst.

Jason, a Virginia native, enjoys spending his free time by spectating various forms of motorsports, from staged Rally to Drifting and drag racing, as well as spending time outside, whether it is hiking, camping, or simply tending the grill.