Jason Herman | Stoic Private Wealth | Investment & Wealth Management Services

Jason Herman

Risk Advisor/Consultant

Jason Herman is the President & CEO of Jason Herman Insurance, where he has been serving individuals, families, and business owners since 2005. After acquiring the agency in 2008, he has led its growth by focusing on trusted relationships, personalized service, and helping clients make informed decisions to protect their financial future.

Through his affiliation with Stoic Private Wealth, Jason works alongside clients and financial professionals to help coordinate insurance and financial solutions as part of a well-rounded financial strategy. His experience in risk management and insurance planning allows him to help clients identify potential gaps and align their insurance needs with their broader financial goals.

Jason earned his Master of Business Administration from Lenoir-Rhyne University and holds the Certified Insurance Counselor (CIC) designation, reflecting his commitment to professional excellence and continuing education. He is committed to building long-term relationships based on integrity, professionalism, and exceptional client service, and is proud to serve clients throughout North Carolina and the surrounding region.

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