![Jason Edgar](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 Edgar
Företagsledare/Principal på
BAR HARBOR BANKSHARES
Förmögenhet: 873 930 $ per 2026-09-30
Profil
Mr. Jason Edgar is a President at Bar Harbor Wealth Management and a President-Wealth at Bar Harbor Bankshares.
Mr. Edgar was previously employed as a Director of Wealth Management by Berkshire Bank (Private Banking), a Senior Portfolio Manager by Enterprise Bank & Trust Co. (Investment Management), and a Vice President by Santander Central Hispano Investment Securities, Inc. He received his undergraduate degree from the University of Connecticut.
Kända innehav i offentliga företag
| Företag | Datum | Antal aktier | Värdering | Värderingsdatum |
|---|---|---|---|---|
| 2026-04-23 | 22 588 ( 0,13 % ) | 873 930 $ | 2026-09-30 |
Aktiva positioner av Jason Edgar
| Företag | Position | Start |
|---|---|---|
| BAR HARBOR BANKSHARES | Företagsledare/Principal | 2019-06-01 |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | President | 2019-06-01 |
Tidigare kända positioner av Jason Edgar
| Företag | Position | Slut |
|---|---|---|
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Företagsledare/Principal | 2019-06-01 |
Enterprise Bank & Trust Co. (Investment Management)
 Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Företagsledare/Principal | 2014-08-01 |
Santander Investment Securities, Inc.
 Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | 2009-08-01 |
Jason Edgars utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
72
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Bar Harbor Bankshares
 Bar Harbor Bankshares Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Santander Investment Securities, Inc.
Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Finance |
Enterprise Bank & Trust Co. (Investment Management)
Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Finance |
