Jason W. Self, CFA, CFP® has 16 years of experience in private wealth management as a high net worth portfolio manager. 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. He has experience as an equity research analyst covering the semiconductor industry. He has an affinity for technology and 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. His private wealth management experience includes 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 in 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 National Association of Personal Financial Advisors. Jason has been rated as a 5-star advisor by Paladin Research.
Jason is a life-long Texan who lives in the Steiner Ranch area of Austin. He has been married for 19 years to his lovely wife, Kim. They have a 10-year old daughter named Kaida and 8-year old twin boys named Jaron and Jordan. He enjoys, golf, hiking, tennis, and coaching youth soccer. FINRA’s BrokerCheck
Kimberly Self is an administrative assistant for the firm. She has a Bachelor of Science from Texas State University. Kim previously worked as an elementary school teacher in Austin and The Woodlands. She is the primary point of contact when Jason is unavailable.
Kim is active in the Steiner Ranch community and is a member of several local groups. She is a member of the River Ridge PTA and has served as room mother for the past 3 years.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.