Managing Director
Current
Nov 2023 - Present
AeroLeads people directory · profile
Jason Bremer, Cfa Email & Phone Number
Managing Director
at
United Capital Financial Advisors, LLC
1 work email found
@unitedcp.com
2 phones found area 206
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Seattle, Washington, United States
Who is Jason Bremer, Cfa? Overview
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Quick answer
Jason Bremer, Cfa is listed as Managing Director at United Capital Financial Advisors, LLC, based in Seattle, Washington, United States. AeroLeads shows a work email signal at unitedcp.com, phone signal with area code 206, and a matched LinkedIn profile for Jason Bremer, Cfa.
Jason Bremer, Cfa previously worked as Vice President, Co-Head of Office at Goldman Sachs Personal Financial Management and Managing Director at United Capital Financial Advisers, Llc. Jason Bremer, Cfa holds Cfa Institute from Chartered Financial Analyst.
Company email context
Email format at United Capital Financial Advisors, LLC
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*@unitedcp.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jason Bremer, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jason Bremer, Cfa
Jason P. Bremer, Seattle, is responsible for client service coordination and the implementation of investment strategies, including portfolio management, equity research and trading, at the Seattle office of United Capital Financial Advisors.Jason received his Bachelor in International Political Economics degree from the Jackson School of International Studies in 1995, graduating Cum Laude and Phi Beta Kappa. He also earned the Chartered Financial Analyst® (CFA®) designation in 2000 and is a member of the CFA Institute and CFA Society of Seattle.Outside of work, Jason is a musician and plays keyboards. Jason spends his free time running, mountain biking, climbing or skiing in the mountains near Seattle. He and his wife, Jennifer, have two daughters and live in Seattle.
Listed skills include Portfolio Management, Asset Allocation, Equity Research, Equity Valuation, and 5 others.
Current workplace
Jason Bremer, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
United Capital Financial Advisors, Llc
AeroLeads page
6 roles
Jason Bremer, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Co-Head Of Office
Goldman Sachs Personal Financial Management
Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company
Jul 2019 - Nov 2023
Managing Director
Jan 2019 - Jul 2019
Senior Portfolio Manager & Investment Analyst
Paragon Investment Management, A Division Of United Capital Financial Advisers
Responsibilities throughout the investment management process, such as bottoms-up investment research and analysis, portfolio management, trading, and performance measurement. Chair of the Equity Research Committee and sit on the Investment Policy Committee
Nov 1997 - Dec 2018
Partner
Paragon Portfolio Strategies, Llc
As a founding partner of Paragon Portfolio Strategies, LLC which was the General Partner of Paragon Enhanced Equity Fund, LP, I developed the concept for the fund and incubated the strategies employed for two years prior to launch, as well as managing the fund post launch.
Jan 2008 - Jan 2012
Portfolio Manager
Paragon Enhanced Equity Fund, Lp
Developed and tested multiple strategies employed by this equitized long/short equity hedge fund, presented to potential limited partners and clients, as well as being responsible for all aspect of co-managing the fund, such as idea generation, risk analysis, and trading.
Jan 2008 - Jan 2011
2 education records
Jason Bremer, Cfa education
Cfa Institute
Chartered Financial Analyst
Bachelor Of Arts (B.A.), Jackson School Of International Studies
FAQ
Frequently asked questions about Jason Bremer, Cfa
Quick answers generated from the profile data available on this page.
What company does Jason Bremer, Cfa work for?
Jason Bremer, Cfa works for United Capital Financial Advisors, LLC.
What is Jason Bremer, Cfa's role at United Capital Financial Advisors, LLC?
Jason Bremer, Cfa is listed as Managing Director at United Capital Financial Advisors, LLC.
What is Jason Bremer, Cfa's email address?
AeroLeads has found 1 work email signal at @unitedcp.com for Jason Bremer, Cfa at United Capital Financial Advisors, LLC.
What is Jason Bremer, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 206 for Jason Bremer, Cfa at United Capital Financial Advisors, LLC.
Where is Jason Bremer, Cfa based?
Jason Bremer, Cfa is based in Seattle, Washington, United States while working with United Capital Financial Advisors, LLC.
What companies has Jason Bremer, Cfa worked for?
Jason Bremer, Cfa has worked for United Capital Financial Advisors, Llc, Goldman Sachs Personal Financial Management, United Capital Financial Advisers, Llc, Paragon Investment Management, A Division Of United Capital Financial Advisers, and Paragon Portfolio Strategies, Llc.
How can I contact Jason Bremer, Cfa?
You can use AeroLeads to view verified contact signals for Jason Bremer, Cfa at United Capital Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jason Bremer, Cfa attend?
Jason Bremer, Cfa holds Cfa Institute from Chartered Financial Analyst.
What skills is Jason Bremer, Cfa known for?
Jason Bremer, Cfa is listed with skills including Portfolio Management, Asset Allocation, Equity Research, Equity Valuation, Equity Trading, Performance Presentation Standards, Investment Process, and Alternative Investments.
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