Email

LinkedIn

Jason Velie

Trust Officer

B.S. (Finance), University of North Carolina Wilmington

As a Trust Officer for Argent Trust Company’s Funeral and Cemetery Division, Jason is responsible for the oversight and administration of various Funeral and Cemetery Trust relationships.

Before joining Argent Trust Company, Jason worked in Trust Operations for Live Oak Trust, a division of Live Oak Bank. Before that, he was a Financial Advisor for Edward Jones. Jason has earned his bachelor’s degree in Business Administration with a concentration in Finance from the University of North Carolina Wilmington.

Wilmington

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

(910) 550-0526

2602 Iron Gate Drive Suite 202, Wilmington, NC 28412

Provided Services

Funeral & Cemetery Trusts

Funeral & Cemetery Trusts

Argent’s dedicated funeral and cemetery trust group serves the deathcare industry across the United States with preneed, perpetual care, and merchandise trusts, as well as investment management.

READ MORE

Latest News & Resources

Insights

The Morning View: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

Retirement Times December 2022 Newsletter

Retirement Times December 2022 Newsletter

December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...

Interested in speaking with

one of our experts?

Share This