Jason Lawton's Location
Portland, OR, US
Jason Lawton's Work
- Director of Operations @ tru Independence
- Director of Operations @ CTC Consulting
- Director of Operations @ tru Independence
- Operations Specialist @ Buckingham Strategic Wealth
- Shareholder, Director of Operations @ Confluence Wealth Management
- Director, Investment Reporting @ CTC Consulting
- Investment Counselor @ Fisher Investments
- Senior Consultant @ LECG (formerly Bates Private Capital, Inc)
- Senior Associate @ Bates Private Capital, Inc
- Brokerage Operations @ Bidwell & Company
Jason Lawton's Education
- University of Oregon
BS (Business Economics)
1995 - 1997 - University of Arizona1993 - 1995
- Beaverton High1990 - 1993
Jason Lawton's Skills
- Financial Analysis
- Financial Modeling
- Investments
- Asset Management
- Securities
- Equities
- Financial Reporting
- Alternative Investments
- Portfolio Management
- Asset Allocation
Jason Lawton's Summary
Jason Lawton, based in Portland, OR, US, is currently a Director of Operations at tru Independence, bringing experience from previous roles at BMO Family Office, tru Independence, Buckingham Strategic Wealth and Confluence Wealth Management. Jason Lawton holds a 1995 - 1997 BS in Business Economics @ University of Oregon. With a robust skill set that includes Financial Analysis, Financial Modeling, Investments, Asset Management, Securities and more, Jason Lawton contributes valuable insights to the industry. Jason Lawton has 3 emails on RocketReach.
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