Alternative Investment Analyst
Post acquisition of Reilly Financial Advisors, continued as Head of Alternative Investments and oversaw all legacy non-traded portfolio allocations for clients.
Jan 2022 - Jan 2023
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Jason Watters Email & Phone Number
Advisory Services | Alternative Investments
1 work email found
@rfadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Role
Advisory Services | Alternative Investments
Location
San Diego, California, United States
Who is Jason Watters? Overview
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Quick answer
Jason Watters is listed as Advisory Services | Alternative Investments based in San Diego, California, United States. AeroLeads shows a work email signal at rfadvisors.com and a matched LinkedIn profile for Jason Watters.
Jason Watters previously worked as Alternative Investment Analyst at Creative Planning and Head of Alternative Investments at Reilly Financial Advisors. Jason Watters holds Master Of Business Administration (M.B.A.), Minors In Finance And International Marketing from Alliant International University.
Company email context
Email format at rfadvisors.com
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{first}@rfadvisors.com
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Profile bio
About Jason Watters
Broad experience in alternative investments, advisory services, and relationship management. Extensive history in both RIA and broker dealer channels surrounding private markets and advisory consulting.My goal is to leverage my investment expertise and relationship management skills to help clients and organizations achieve their financial objectives and respective goals.
Listed skills include Customer Service, Customer Satisfaction, Communication, Microsoft Word, and 30 others.
6 roles · 12 years
Jason Watters work experience
A career timeline built from the work history available for this profile.
Head Of Alternative Investments
Created, built, and managed new alternative investment platform for $2B+ RIA. Oversaw all aspects of alternative due diligence, portfolio construction, operations, and client/sponsor relations.
Aug 2020 - Dec 2021
Advisory/Product Investment Consultant
Consulted and educated LPL financial advisors on firm's alternative investment offerings, platform implementation, allocation strategies, and fund due diligence considerations. Served as a more general consultant for LPL's brokerage and advisory platforms and publicly traded product offerings.
Sep 2018 - Aug 2020
Vice President- Europe
Expanded firm's global reach by developing and managing a new financial office in Europe.
Jun 2016 - Jul 2018
Operations And Compliance Specialist
Managed firm's financial operations, allowing senior management to focus their efforts on client service and firm growth.
2014 - 2016
~2 yrs
Financial Specialist
Ability to adapt to various financial roles in large and mid-sized financial firms when outside expertise was needed on projects or timelines. Firms include LPL Financial and Cuso Financial Services.
Jun 2013 - Nov 2014
2 education records
Jason Watters education
Master Of Business Administration (M.B.A.), Minors In Finance And International Marketing
Alliant International University
Bachelor’S Degree, International Business Management- Concentration In Finance.
Alliant International University
FAQ
Frequently asked questions about Jason Watters
Quick answers generated from the profile data available on this page.
What is Jason Watters's role at their current company?
Jason Watters is listed as Advisory Services | Alternative Investments.
What is Jason Watters's email address?
AeroLeads has found 1 work email signal at @rfadvisors.com for Jason Watters.
Where is Jason Watters based?
Jason Watters is based in San Diego, California, United States.
What companies has Jason Watters worked for?
Jason Watters has worked for Creative Planning, Reilly Financial Advisors, Lpl Financial, Reilly Financial Advisors Llc, and Proven Recruiting.
How can I contact Jason Watters?
You can use AeroLeads to view verified contact signals for Jason Watters, including work email, phone, and LinkedIn data when available.
What schools did Jason Watters attend?
Jason Watters holds Master Of Business Administration (M.B.A.), Minors In Finance And International Marketing from Alliant International University.
What skills is Jason Watters known for?
Jason Watters is listed with skills including Customer Service, Customer Satisfaction, Communication, Microsoft Word, Social Media, Teaching, Martial Arts, and Teamwork.
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