Jason Whitley
,

Senior Vice President, Senior Financial Advisor
NMLS #1773129

800 Capitol St
Houston, TX 77002
713.658.1237
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Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.To see all upcoming events and visit my team website, TSPN Wealth Management Group, please click here.
Profile

Jason Whitley is a Senior Vice President and Senior Financial Advisor with the TSPN Wealth Management at Merrill.  Jason joined the firm in 2019, after having worked in investment management for over 20 years.  He focuses on helping corporate executives and business owners preserve and grow their wealth by wielding the extensive resources and personalized strategies of both Merrill Lynch Wealth Management and the banking capabilities of Bank of America.
 
Jason began his career in investment management in 1995.  He served as Executive Vice President of R. Chaney & Co., a Houston based private equity firm focused on emerging and small companies utilizing energy technologies in North America.  In 2004 he founded an investment advisory firm which provided portfolio management services to other investment funds as well as its own investment funds and managed accounts.  The investment services provided were focused on private and publicly-traded upstream energy companies located in the U.S. and Canada. 

Jason earned a Master of Business Administration degree with a concentration in portfolio management from Texas Christian University. He is a member of the Independent Petroleum Association of America, Houston Producers Forum and Rotary International. He formerly served as a Board of Trustee for the Texas Hearing Institute.

[TSPN Wealth Management Group Services](//fa.ml.com/tspn/):

Institutional Investor
• Equity compensation plans
• Retirement plan strategies and construction
• Employee education programs
• SEC reporting

Individual Investors
• Retirement Planning Services
• Stock option exercise
• Portfolio diversification

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Meet Our Professional Staff
Kate Walker,

CRPC™

Officer, Business Manager
713.658.1246
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
James D Fox
Structured Credit Executive
Bank of America, N.A.
Chilel Khan
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Jason Whitley is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.