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Get to Know…Jason Cole

September 28, 2022

The Concierge team welcomed Jason Cole in March, client service associate and world traveler with a penchant for photography. Jason joined Dynamic from F&M Trust, a community bank in South Central Pennsylvania. Prior to F&M Trust, he served the CFA Institute for 16 years and received the Investment Foundations® certificate.

Jason holds an Associate of Applied Science degree in Computer Science from Wake Technical Community College in Raleigh, N.C. and when he’s not busy delivering top-notch support to advisors, he’s running out of pages in his passport!

Get to know Jason and all the places he’s been… (Spoiler alert: 14 countries; 3 continents)


Q. What’s your role at Dynamic and how do you help support our clients?
A. I work with a super talented group of colleagues to provide a high touch level of support and service to a select group of financial advisors, their staff and clients.

Q. What attracted you to Dynamic, and what compels you to work in a profession servicing wealth advisors?
A. Hearing about and now seeing firsthand an unwavering commitment to being the best in the business at supporting advisors and their clients, an environment where going above and beyond is standard practice, and how Dynamic operates as one unified practice; colleagues working together across all departments to achieve great things.

Q. Where do you live?
A. I was born and raised in Raleigh, North Carolina. After living for seasons of life in Southeastern Europe and Tennessee, I now call the small town of Danville, Pennsylvania, home.

Q. When you’re not working, what’s your favorite activity or hobby?
A. Hiking, kayaking and photography are what you’ll find me doing outside the office. I also love travelling, having visited 14 countries across three continents.

Q. Did you go on an adventure this summer? Tell us about it!
A. I was invited to do a private photo shoot for a father and son and their Harleys at an abandoned state prison and sanitorium in Cresson, Pennsylvania. It was amazing to give them a unique and memorable experience while also touring the grounds and buildings, some more than 100 years old.

Q. What show are you binging right now?
A. I completed a fresh binge session of “Stranger Things” before settling into the most reason season.

Q. What’s your favorite line from a movie?
A. “Why don’t you knock it off with them negative waves? Why don’t you dig how beautiful it is out here? Why don’t you say something righteous and hopeful for a change?” – Kelly’s Heroes

Q. How long is your commute to Dynamic?
A. The drive from Danville, PA to Phoenix, AZ would take me more than 30 hours. However, being a firm that allows its employees to work remote, my commute only takes a few minutes.

Photos: Al-Azhar University, Cairo, Egypt, Jason Cole; Omar Elsharawy, Unsplash