Jason Stuber

CFA®
Chief Investment Officer

Jason serves as the Chief Investment Officer for Saling Wealth Advisors and focuses on investment research, investment selection and portfolio management for our clients. Jason has 15 years of experience in the investment industry and is a Chartered Financial Analyst®, which is one of the world's most respected and recognized investment designations. He is a member of the CFA® Institute and the CFA® Society of Louisville.

Prior to joining Saling Wealth Advisors, Jason was an investment specialist with J.P. Morgan Private Bank and also held the position of due diligence manager at Hilliard Lyons, where he was instrumental in establishing many of the firm’s internal due diligence and research processes. Earlier in his career, he was a portfolio manager at the Hilliard Lyons Trust Company, LLC, where he served as a member of its investment committee.

Outside of the office, Jason serves on the investment committee at GuardiaCare Services, a local nonprofit organization that assists and cares for senior citizens within the community. Jason also enjoys traveling with his wife, Amy, and playing golf and the guitar.

Form ADV Part 2B


Important Disclosures

Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Saling Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Saling Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Saling Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Saling Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Saling Wealth Advisors, please contact the state securities regulators for those states in which Saling Wealth Advisors maintains a registration filing. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.