Jason SelfCRD Number: 6321372
Current Firm: Resonance Financial, LLC
Jason W. Self, CFA, CFP® has 15 years of experience in private wealth management as a high net worth portfolio manager. Jason’s background includes co-managing the investment models for the Wells Managed Portfolio Group. In this role, he was responsible for the strategic and tactical asset allocation as well as investment selection of billions of dollars in assets.
He has experience as an equity research analyst covering the semiconductor industry. He has an affinity for technology and previously worked as an associate product engineer in the advanced vehicle systems division of Motorola Semiconductor.
Jason prides himself on his ability to relate to a wide range of client backgrounds and personalities. He believes that every client is unique and that it takes skill and experience to help ensure that investments are properly matched to each particular client. His clients have included Nobel laureate scientists, university presidents, and other world-renowned academics.
Jason’s personal background is more modest. His father was a pipefitter literally born on the family ranch and his mother was an elementary school teacher. This wide range of experiences helps Jason relate to people with many different backgrounds.
Before founding Resonance Financial, Jason spent 7 years as a senior portfolio manager for TIAA-CREF Trust Company covering the southwestern United States. His private wealth management experience includes high net worth, ultra-high net worth, foundations, profit sharing plans, and executive compensation plans. He personally managed over $400 million in assets for his clients while maintaining a very high retention rate. He was also a portfolio manager for 6 years with Wells Fargo with over $300 million in AUM.
Jason is a magna cum laude graduate of Texas State University with a degree in Finance. He is a Chartered Financial Analyst charterholder and a Certified Financial Planner™ professional. He is a member of the CFA Austin Society, CFA Institute, and the National Association of Personal Financial Advisors. Jason has been rated as a 5-star advisor by Paladin Research.
|Resonance Financial LLC||Austin, TX||Apr 2014 - Current||6|
|Tiaa-cref Trust Company||Austin, TX||Apr 2007 - Current||13|
|Wells Fargo||Austin, TX||Mar 2001 - Current||19|
Total Assets Under Management40MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$1,720,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.