Jason Thompson

Jason R. Thompson is the Head of Wealth Strategy at Rockefeller Capital Management. In this role, Jason leads a team that advises a select group of families, business owners, and entrepreneurs on estate and gift taxes, estate planning, philanthropy, and wealth preservation.

Prior to joining Rockefeller Capital, Jason worked at Wells Fargo Private Bank in both the Philadelphia and Los Angeles offices. He started his career at PwC in their National Tax Services office in Washington, D.C. Jason has spent his career advising a select group of wealthy families on estate and gift taxes, philanthropy, business transition, and wealth preservation.

Jason earned his B.A. in Political Science from DePaul University, J.D. from Syracuse University College of Law, and LL.M. in Tax from Villanova University School of Law. His memberships include the Philadelphia Estate Planning Council, United States Tax Court, and American Bar Association.