Jason is dedicated to helping people manage portfolios and invest to meet their unique wealth goals. He focuses on helping clients understand and reach the right balance of investment risks and rewards to build an investment program that is custom to their financial needs and desires.
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 20 years of experience in the investment industry and is a Chartered Financial Analyst®. 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 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 also enjoys spending time with his wife Amy and their two sons. Jason also enjoys golf, following University of Kentucky football and basketball, and toying around on the guitar.
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. 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.
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