Jason Whitby
ABOUT
Jason Whitby is a Senior Financial Advisor at Investor Solutions (http://www.investorsolutions.com/) in Coconut Grove, FL. He has more than 10 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® ...More
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® ...More
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Infrequent
- Interests: Retirement savings
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 ...More
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