PERSONAL GUIDANCE. A CLEARER WAY FORWARD.
Financial questions?
Let’s talk.
Hi, I’m Jaison. Bring the questions on your mind. We’ll talk about what matters to you and whether a more detailed financial review makes sense.
Start your reviewIndividual & business reviews · 30-minute follow-up
Prefer to speak by phone? (559) 594-3500
Complete a short review form, then book a 30-minute phone follow-up at least two weeks out. Jaison can review your information before you speak.
START WITH WHAT FITS YOU
A simple first step.
Submit your information, then choose a phone follow-up at least two weeks out.
For individuals & families
Retirement, investment accounts, and personal financial priorities. Share what matters most to you.
Start individual review ↗For businesses
Business retirement plans, entity details, and the goals of owners and managing members.
Start business review ↗Follow-up hours: Monday–Wednesday, 7–11 am or 4–7 pm Pacific. Availability adjusts for daylight saving time.
START WITH WHAT’S ON YOUR MIND
A second opinion.
A more informed next step.
You don’t need to have everything figured out. Bring the question, account, or decision you’d like to talk through.
“Am I on track for
the life I want?”
Put your retirement accounts and investments in context with your goals, time horizon, and comfort with risk.
Review my retirement plan“Is my business plan
working for me?”
Take a closer look at your business retirement plan and how it fits with the future you’re building.
Discuss my business plan“Do I understand
what I own?”
Talk through your annuity’s features, costs, restrictions, and role in your broader financial picture.
Get an annuity review“What will my wealth
make possible?”
Explore how your financial plans connect with the people and causes that matter most to you.
Talk about my legacyA REAL RELATIONSHIP. A PERSONAL APPROACH.
Your goals deserve
someone who
knows your story.
Financial Advisor, RJFS
The Norton Group
Financial decisions are personal.
Your guidance should be, too.
I work with business owners, professionals, families, and retirees to understand the full picture, explain the choices, and identify what needs attention.
I joined The Norton Group in 2022. As a financial advisor and active real-estate investor, I bring a practical perspective to planning for the long term. I value the relationship we build and the goals behind your decisions.
I earned a Bachelor of Science from Portland State University in 2005 and an MBA with honors from Strayer University in 2008. I also served as president of the Visalia Business Exchange from 2021 to 2023.
Outside work, I enjoy family life in Three Rivers, travel, and supporting humanitarian projects. Those experiences reinforce the importance of planning around what matters to you.
Meet The Norton Group
Our team brings together financial advisors and client-service professionals to understand your circumstances and help shape a plan around your goals.
Explore our team website ↗A SIMPLE PLACE TO START
Less uncertainty.
One conversation at a time.
Tell me what matters.
Choose the individual or business form and share your priorities. Skip optional questions you would prefer to discuss.
Look at the full picture.
After submitting, choose a 30-minute phone follow-up at least two weeks out. Attach supporting documents to your review form, or email Jaison.Norton@RaymondJames.com.
Discuss your next steps.
Understand your options, ask questions, and decide how you want to move forward.
BEFORE WE MEET
A few things
you may be wondering.
What does the initial review cost?
The initial financial review is complimentary. Before deciding on an ongoing relationship, we’ll discuss the proposed services, how fees are charged, and any applicable account minimums.
What should I bring?
Start with your questions and goals. You can attach up to five supporting documents to either review form. Redact sensitive identifiers and do not upload government IDs. You can also email documents to Jaison.Norton@RaymondJames.com before your call. Please use this website’s contact form only for general inquiries.
Who do you work with?
I work with business owners, professionals, families, and retirees. Our first conversation helps us understand whether my services fit your needs. Availability depends on where I am registered.
Can we meet remotely?
Yes. Website follow-ups are by phone. Ask the office about other meeting arrangements. Services are available where Jaison is appropriately registered.
LET’S START WITH A CONVERSATION
You’ve built something worth
planning for.
Let’s take a closer look, together.
Start your review ↗Ask a question or request a callback ↗Prefer to call? (559) 594-3500Prefer to stay in touch? Subscribe to the monthly newsletter ↗