Heritage Capital Group is thrilled to welcome Jason Assi as the newest member of our intern team! Jason joins us from the University of North Florida, finishing his final semester and pursuing dual degrees in Finance and Financial Planning. He’s on track to graduate in December 2024, bringing knowledge and hands-on experience to our team.
Jason’s professional journey includes internships with two prominent organizations. At H2 Advisors, he gained valuable experience as part of their investment banking team, and with Dream Finders Homes, he worked on the homebuilding land team. These roles allowed him to develop a deep understanding of financial analysis, investment strategy, and market dynamics—all skills he’s excited to further hone with us at Heritage Capital Group.
In addition to his internships, Jason has taken on a leadership role as Vice President of UNF’s Finance & Investing Honor Society. In this capacity, he led key initiatives to privatize the club, successfully establishing it as a charter of the Financial Management Honor Society.
Beyond his financial expertise, Jason brings the same level of discipline and commitment to his passion for martial arts. As a skilled mixed martial artist specializing in Brazilian Jiu-Jitsu, he has proudly represented Lebanon in international competitions under the International Mixed Martial Arts Federation (IMMAF). Jason’s dedication to continuous personal growth and excellence—whether on the mat or in his professional pursuits—mirrors the values we hold at Heritage Capital Group.
We’re excited to have Jason and look forward to his insights and energy positively impacting our team. Welcome, Jason!