A. Jason Whitby Cfa Cfp Email & Phone Number

Jason Whitby, MBA, CFA®, CFP®Jason Whitby, MBA, CFA®, CFP®, provides financial planning and investment management for high net-worth clients. Jason’s 20 years of experience in the financial services industry encompasses working directly with clients providing wholistic financial advice including retirement planning, tax planning and estate planning as well as providing portfolio management and most recently being the Chief Investment Officer for one of the largest Registered Investment Advisory Firms in Florida. Prior to his financial services career, Jason was employed in the semi-conductor industry working in engineering, sales, and finance.Jason has a Bachelor’s Degree in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a CHARTERED FINANCIAL ANALYST (CFA®) as well as a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner.Jason has been widely published and quoted in the media including: The Wall Street Journal, Investopedia.com, Morningstar, The Miami Herald, The Sun-Sentinel, Smart Money, Yahoo! Finance, The Globe and Mail as well as Seeking Alpha. He has been an expert contributor to Life Turner® by AARP, and many other financial publications. In 2023, Jason was recognized by Worth as a Leading Advisor.

Listed skills include Pension Funds, Wealth Management, Investment Advisory, Risk Management, and 46 others.