Jason Ware Email & Phone Number
Chief Investment Officer (CIO) | Head of Research | Lead Portfolio Manager @ Albion Financial Group
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Jason Ware Location
- Salt Lake City, UT, US
Jason Ware Work
- Chief Investment Officer (CIO) | Head of Research | Lead Portfolio Manager @ (July 2015 - Present)
- Member | Board of Directors @ (October 2019 - April 2023)
- Partner @ (January 2019 - April 2023)
- Deputy CIO | Portfolio Manager | Chief Economist @ (September 2014 - June 2015)
- Investment Analyst | Strategist @ (May 2008 - September 2014)
- Advisory Board | Member @ (March 2024 - Present)
- Advancement Board | Member @ (April 2019 - Present)
- Associate @ (August 2005 - May 2008)
- Investment Research Analyst (intern) @ Sunrise Equities (June 2005 - August 2005)
Jason Ware Education
- Westminster University
MBA (Finance)
2008 - University of Utah
B.S. (Economics)
- Kaplan Professional
Behavioral Financial Advisor (BFA™) Program (Wealth Management)
- Uniform Investment Adviser Law Examination (Series 65 securities license) - FINRA
IAR
2008
Jason Ware Skills
- Asset Management
- Behavioral Finance
- Bloomberg Terminal
- Business Analysis
- Business Journalism
- Capital Markets
- Communication
- Corporate Finance
- Data Analysis
- Economic Modeling
- Economic Policy
- Economic Research
- Equity Research
- Financial Analysis
- Financial Statements
- Fixed Income
- Investment Management
- Investments
- Macroeconomics
- Microsoft Excel
- Microsoft Office
- Monetary Policy
- Organizational Structure
- Policy Analysis
- Portfolio Management
- Press Relations
- Risk Management
- Statistics
- Stock Market Analysis
Jason Ware Summary
- Jason Ware, based in Salt Lake City, UT, US, is currently a Chief Investment Officer (CIO) | Head of Research | Lead Portfolio Manager at Albion Financial Group. Jason Ware brings experience from previous roles at Albion Financial Group. Jason Ware holds a MBA in Finance @ Westminster University. With a robust skill set that includes Asset Management, Behavioral Finance, Bloomberg Terminal, Business Analysis, Business Journalism and more. Jason Ware has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Albion Financial Group Employees
John Bird
CEO
Salt Lake City, UT, US
Elizabeth Bernhard
Senior Wealth Advisor and President
Salt Lake City, UT, US
Carrie Kerr
Systems Manager
Salt Lake City, UT, US
Danielle Gregory
Senior Wealth Advisor
Salt Lake City, UT, US
Sarah Bird
Senior Wealth Advisor
Salt Lake City, UT, US
Anders Skagerberg
Senior Wealth Advisor
Salt Lake City, UT, US
Mason Woolf
Chief Operating Officer
Salt Lake City, UT, US
Zachary Riley
Trader and Analyst
Salt Lake City, UT, US
Bo Wilkinson
Trader and Analyst
Salt Lake City, UT, US
Daymian Vajda
Associate Wealth Advisor
Salt Lake City, UT, US
Jackson Watson
Senior Wealth Advisor
Salt Lake City, UT, US
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