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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.

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.

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Latest News & Resources

Insights

The Morning View: September 24, 2020

The Morning View: September 24, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager In this morning’s data, Initial Jobless Claims were 870,000 for the week ending September 19th, an increase from the previous week and higher than expected. Continuing Claims were 12,580,000 as of...

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

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