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Jason Deshayes , CFP®, CKA®, CPA/PFS

Partner & Co-Practice Leader

Raleigh

Client Advisory

Biography

Jason is a Partner, Co-Practice Leader, and Wealth Advisor in the Raleigh office.  He is responsible for providing integrated tax, financial planning and wealth management advice to clients.  Jason is dedicated with knowing his clients deeply and navigating the complexities of life and money.  He has a heart for helping clients be generous with their resources with family and nonprofits.   

Prior to joining Cerity Partners, Jason was a Partner and Chief Executive Officer of Cook Wealth.  At Cook Wealth, Jason had previously served as the Chief Tax Officer and Chief Operating Officer, while serving clients as a Senior Advisor.  He also was a Senior Manager with the Association of International Certified Professional Accountants and a Shareholder of Butler and Company, CPAs PC, a CPA firm based in Albuquerque, NM. 

In his spare time, Jason enjoys spending time exploring the US and the world with his wife and three children, following the Carolina Hurricanes, cycling on his Peloton and building Legos with his kids.  

 

Learn more about my practice.

Education

  • B.B.A. in Accounting from University of New Mexico
  • Masters of Accounting from University of New Mexico

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Kingdom Advisor (CKA®)
  • Trustee and Board Treasurer for Trinity School of Durham and Chapel Hill
  • Former Board Member and current Finance Committee member of Ronald McDonald Charites of the Triangle

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.