![Jason A. Stuber](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jason A. Stuber
Chef för investeringar på
Cardinal Strategic Wealth Guidance LLC
Finance
Profil
Mr. Jason A. Stuber, CFA, is a Chief Investment Officer at Cardinal Strategic Wealth Guidance LLC.
He is dedicated to helping people manage portfolios and invest to meet their unique wealth goals.
He focuses on helping clients understand and reach the right balance of investment risks and rewards to build an investment program that is custom to their financial needs and desires.
He focuses on investment research, investment selection and portfolio management for our clients.
He has over 20 years of experience in the investment industry.
Prior to joining Saling Wealth Advisors, Mr. Stuber was an investment specialist with J.P.
Morgan Private Bank and held the position of Due Diligence Manager at Hilliard Lyons, where he was instrumental in establishing many of the firm’s internal due diligence and research processes.
Earlier in his career, he was a Portfolio Manager at the Hilliard Lyons Trust Company, LLC, where he served as a member of its investment committee.
He is a Chartered Financial Analyst, which is one of the world's most respected and recognized investment designations.
He is a member of the CFA Institute and the CFA Society of Louisville.
Aktiva positioner av Jason A. Stuber
| Företag | Position | Start |
|---|---|---|
Cardinal Strategic Wealth Guidance LLC
 Cardinal Strategic Wealth Guidance LLC Investment ManagersFinance Saling Wealth Advisors aims to construct portfolios that will meet the long-term goals of each client while simultaneously taking the least amount of investment risk to achieve those goals. They accomplish this by combining stocks, bonds and alternative strategies. Their focus when evaluating investment opportunities is always to find value where it exists while avoiding expensive and overbought markets. They do not attempt to time markets but to be fully invested at all times and to limit the extreme ups and downs of global investment markets. | Chef för investeringar | - |
Tidigare kända positioner av Jason A. Stuber
| Företag | Position | Slut |
|---|---|---|
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Företagsledare/Principal | - |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Kopplade företag
| Privata företag | 2 |
|---|---|
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
Cardinal Strategic Wealth Guidance LLC
Cardinal Strategic Wealth Guidance LLC Investment ManagersFinance Saling Wealth Advisors aims to construct portfolios that will meet the long-term goals of each client while simultaneously taking the least amount of investment risk to achieve those goals. They accomplish this by combining stocks, bonds and alternative strategies. Their focus when evaluating investment opportunities is always to find value where it exists while avoiding expensive and overbought markets. They do not attempt to time markets but to be fully invested at all times and to limit the extreme ups and downs of global investment markets. | Finance |
