Jason Alford

Jason M. Alford currently serves as Associate Vice President - Investments at Davenport & Company LLC in Lynchburg, VA, where he focuses on family wealth management, long-term financial planning, and corporate retirement plans. His key responsibilities include developing tailored investment strategies for individuals, families, and business clients, with an emphasis on holistic financial solutions and risk management. He is registered with FINRA and holds Series 7 and 66 licenses, as well as life and health insurance credentials.

Prior to joining Davenport in November 2016, Jason was a Financial Advisor and Family Wealth Advisor with the Blue Ridge Group at Morgan Stanley and began his career as a Financial Advisor at MassMutual, giving him extensive experience in retirement planning, portfolio construction, and multi-generational wealth management. His investment advisory work covers both traditional asset classes like equities, fixed income, and insurance products, with a specialized expertise in retirement plan design and implementation for corporate clients.

Jason holds a Bachelor of Science degree from Liberty University. He is recognized for his commitment to the Lynchburg financial community, serving as President of the Lynchburg Estate Planning Council and as an Ambassador for the Lynchburg Regional Business Alliance. Known for his contributions to special needs advocacy, he is actively involved with Children’s Assistive Technology Services (CATS). His deep experience and leadership in the region have established him as a trusted advisor in family wealth management and retirement plan strategies.