Jason Fair, CFP®, CDFAATM

Senior Vice President, Financial Advisor

 

Jason has devoted his 20+ year career to creating comprehensive financial planning and investment management for his clients. By taking the time to develop strong, personal relationships with each of his clients, Jason gains a deeper understanding of their lives, goals and dreams. Building upon this foundation of trust, Jason is able to recommend financial solutions that are truly suited to meet their unique needs. Jason spent 12 years as a financial advisor with two large financial firms before joining B. Riley Wealth Management in 2009. He currently holds the designations of CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™.

A graduate of Memphis University School and the University of Alabama, Jason remains active in the local community as President of the MUS Alumni Executive Board. He previously served as Finance Committee Chairman for The Memphis Cook Convention Center, as well as on the boards of the Alliance for Nonprofit Excellence and the Girl Scouts. Jason and his wife Meredith have been married for over 20 years and have three children.

Contact Jason today to learn more about his services and how B. Riley Wealth Management can help you and your family reach your financial goals.

 

Daniel Harriman, Wealth Management Analyst

 

Daniel joined the practice in 2020 and assists with client management, including money manager due diligence and monitoring, client strategy development and implementation, and financial planning. Prior to joining the firm, Daniel spent a year as an associate with  Prudential Financial in the Greater New York City area. Daniel previously worked for International Paper where he held a variety of  roles in the Printing Papers Division and Industrial Packaging Group. He holds a Master of Business Administration from Duke University’s Fuqua School of Business, earning the Fuqua Scholar distinction (top 10%), and a Bachelor of Arts in Economics and Spanish from Vanderbilt University, where he graduated cum laude.