Educational Background
- B.A., Kansas State University, 2002
- M.B.A., Rockhurst University, 2008
- Chartered Financial Analyst® (CFA®) Charterholder
- CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Business Experience
Jason joined the firm as an Investment Adviser Representative in 2021. He is involved in FAS client relations in the areas of investment analysis, financial planning, marketing, and new business development. He joined FAS after serving over 7 years with UMB Private Wealth Management as a vice president and senior portfolio manager. His primary responsibilities were developing client investment solutions along with serving as a chairperson for an equity portfolio strategy. Prior to that, Jason spent 9 years with American Century Investments.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Chartered Financial Analyst® (CFA®) Charterholder
Additional information about Jason is available on the SEC website at www.adviserinfo.sec.gov.
