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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resonance Financial LLC | Austin, TX | Apr 2014 - Current | 10 |
- LA
- TX
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$983,816
- 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
- Other
LA, TX
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