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Jason Whitby » Profile

Jason Whitby is a Senior Financial Advisor at Investor Solutions (http://www.investorsolutions.com/) in Coconut Grove, FL. He has more than 7 years in the financial services industry providing financial planning and investment management for high net worth clients and institutions.

His prior experience encompasses security research, portfolio construction, and risk management. Prior to his financial services career, Jason was employed in the semiconductor industry working in engineering, sales and finance. Jason has a Bachelor of Science in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a Certified Financial Planning® practitioner as well as a Chartered Financial Analyst®.

Jason is an active volunteer and speaker for the Community Outreach program sponsored by the Financial Planning Association of Miami-Dade. A University of Miami Adjunct Faculty, Jason also serves as a Board Member for the Financial Planning Association and is a member of the CFA Institute.

Jason Whitby's Company

Investor Solutions We are a fee-only registered investment advisor, which means that we do not accept or receive any type of compensation other than what our clients pay for the management of their portfolios. We do not sell or recommend commission based products. We fully disclosed our fees and any financial arrangements or associations we may have with third parties.
Investor Solutions, Inc. was founded by Frank Armstrong, CFP, AIF in 1993. His vision was to provide objective, leading edge professional investment advice and management services free from the numerous conflicts of interest that taint the traditional Wall Street firms.
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