Jason Haley Email & Phone Number
President
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Jason Haley Location
- Dallas, TX, US
Jason Haley Work
- President @ ALM First Financial Advisors, LLC (November 2025 - Present)
- Chief Investment Officer @ (December 2019 - Present)
- Managing Director, Investment Management Group @ (December 2015 - December 2019)
- Fixed Income Strategist @ (April 2008 - November 2015)
- Board Member @ (December 2021 - February 2026)
- Portfolio Manager, TCU Short Duration and Ultra-Short Duration Portfolios @ (April 2017 - March 2023)
- Board Member @ Wesley Prep (January 2014 - January 2017)
- Fixed Income Sales @ (December 2005 - March 2008)
- Fixed Income Sales @ A.G. Edwards & Sons, Inc. (September 2004 - December 2005)
- Fixed Income Sales @ Coastal Securities L.P. (June 2003 - September 2004)
Jason Haley Education
- University of Mississippi
BBA, MBA (Marketing, Finance)
1998-2003
Jason Haley Skills
- Fixed Income
- Investments
- ALM
- Asset Management
- Trading
- Capital Markets
- Risk Management
- Portfolio Management
- Financial Modeling
- Banking
- Finance
- Derivatives
- Bloomberg
- Social Media Marketing
- Leadership
- EMC
- Investment Management
Jason Haley Summary
- Jason Haley, based in Dallas, TX, US, is currently a President at ALM First Financial Advisors, LLC. Jason Haley brings experience from previous roles at ALM First Financial Advisors, ALM First Financial Advisors, LLC and The Way Back Reentry. Jason Haley holds a 1998 - 2003 BBA, MBA in Marketing, Finance @ University of Mississippi. With a robust skill set that includes Fixed Income, Investments, ALM, Asset Management, Trading and more. Jason Haley has 1 emails and 1 mobile phone numbers on RocketReach.
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