Jason W. Self, CFA, CFP is a registered investment advisor and principal of the firm. He has 13 years of experience as a high net worth portfolio manager in a fiduciary capacity. His investment experience also includes work as an equity research analyst covering the semiconductor industry. 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. Jason 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. He has worked with 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 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 Financial Planning Association.