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Jason M. Farler, CFA

Jason M. Farler, CFA

Brokerage Services Representative

Followers of Jason M. Farler, CFA864 followers
location of Jason M. Farler, CFACincinnati, Ohio, United States

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  • Timeline

  • About me

    Senior Managing Director - Director of Family Office Services

  • Education

    • Miami University

      1997 - 2001
      Bachelor of Science Finance

  • Experience

    • Fidelity Investments

      Jan 1998 - Jan 2000
      Brokerage Services Representative

    • Johnson Investment Counsel, Inc.

      Jan 2001 - Jan 2005

      HNW asset management and consultation

      • Associate Portfolio Manager

        Jan 2003 - Jan 2005

      • Portfolio Manager Assistant

        Jan 2001 - Jan 2003

    • Johnson Investment Counsel

      Jan 2006 - now

      Family Office Services Wealth Manager and Portfolio Manager for over 100 relationships with over $900MM under management.

      • Senior Managing Director

        Jan 2021 - now

      • Managing Director

        Jan 2019 - now

      • Principal - Portfolio Manager

        Jan 2006 - now

  • Licenses & Certifications

    • Series 63

      NASAA

    • CFA Charterholder

      CFA Institute
      Sept 2005

  • Honors & Awards

    • Awarded to Jason M. Farler, CFA
      Cincinnati Business Courier 40 under Forty Cincinnati Business Courier Aug 2008 http://www.bizjournals.com/cincinnati/stories/2008/08/04/daily44.html?page=all

  • Volunteer Experience

    • Cincinnati Board Member - Chair

      Issued by March of Dimes on Jan 2005
      March of DimesAssociated with Jason M. Farler, CFA

    • Children's Museum Advisory Board Member

      Issued by Cincinnati Museum Center on Jan 2005
      Cincinnati Museum CenterAssociated with Jason M. Farler, CFA