Jason Stanicek is an institutional retirement plan financial advisor based in Raleigh, NC.
Jason joined CAPTRUST in 2006 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is highly motivated to create quality fiduciary processes for clients that result in great outcomes for the committee, company, and their employees. Prior to joining the firm, Jason served as regional vice president with Lincoln Financial Group’s Institutional Retirement plan division and has worked in the industry since 2000.
When he is not in the office or with a client, Jason enjoys boating, fishing, coaching, and, most of all, spending time with his family.
Education
- Bachelor of Arts degree in communications from the University of North Carolina at Chapel Hill
Industry Designations
- Chartered Retirement Plans Specialist℠
Memberships
- NRWF Athletics Association Board
- Wake Forest Titans Pop Warner Football Organization
Awards & Recognition
- PLANADVISER Top Retirement Plan Advisers | 2022 and 2023
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Raleigh)
- 401kWire Top 300 Most Influential Advisors in the Retirement Plan Industry | 2010
- 401kWire Top 50 Advisors Nationwide | 2012
- Barron’s Top Institutional Consultants | 2018, 2019, 2020, 2021, 2022, 2023 (Team Stanicek)
- CAPTRUST Advisor of the Year Award | 2014
- CAPTRUST Rainmaker Award | 2007, 2008, 2009, and 2014
- Institutional Investor News Top 20 Rising Stars in the Retirement Plan Industry | 2008
