Adviser in Williamsport on ‘best’ list for 6th year
Jason Dugan, private wealth adviser and president of Aspire Wealth Group located at 190 Choate Circle, Suite B, Montoursville was among the Raymond James-affiliated advisors named to the Forbes list of Best-in-State Wealth Advisors.
According to a news release, the list, which recognizes advisors from national, regional, and independent firms, was released online April 7, 2026 and marks the 6th consecutive year that Dugan has qualified for this prestigious recognition.
Dugan, who joined Raymond James in 2011, has more than 20 years of experience in the financial services industry, the news release said. Aspire Wealth Group offers a wide range of comprehensive financial services, including investment management, financial planning, retirement planning, estate planning implementation, and education planning.
To contact Jason Dugan and learn more about Aspire Wealth Group, visit AspireWealthGrp.com or call 570-505-1289.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
This ranking is based upon the period from June 30, 2024 to June 30, 2025. Those advisers that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.
“Portfolio performance is not a criteria due to varying client objectives and lack of audited data,” the news release said. “Out of approximately 52,043 nominations, roughly 11,302 advisers received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.”
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James and Associates, Inc. Total client assets are approximately $1.83 trillion as of Feb. 28, 2026. Additional information is available at raymondjames.com. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

