Independent Registered Investment Advisor · Austin, Texas
Research-driven portfolios of individual stocks and bonds, managed personally by a CFA charterholder with 25 years of experience.
What We Do
Research-driven selection of individual stocks and bonds, as well as mutual funds and exchange-traded funds. Every portfolio is customized to the client — never a model shoved off the shelf.
Long-term strategic positioning combined with tactical adjustments as markets present risk and opportunity, informed by experience allocating billions in institutional assets.
Goal-based planning built around your cash flow needs, risk tolerance, retirement targets, tax situation, and philanthropic intentions — the full picture, not just the portfolio.
Our Conviction
Markets reward discipline, research, and conviction — not products, fads, or fees. That is the standard to which every client portfolio is held.
Jason W. Self, CFA — Founder
The Founder
Chartered Financial Analyst · Founder & Wealth Manager
Jason founded Resonance Financial in 2014 after 13 years of managing wealth at TIAA Trust Company and Wells Fargo, where he co-managed investment models for the Wells Managed Portfolio Group and personally managed over $400 million for high-net-worth families, foundations, and executive compensation plans.
Market Commentary
US equity markets finished up the first half of 2026 very strongly while Mag 7 remained relatively weak. Crude well off recent highs on hopes of further progress on Iran confrontation.
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