Jason Whitby

Jason Whitby MBA, CFA, CFP, AIFA is a senior financial advisor for Investor Solutions providing financial planning and investment management for high-net-worth clients and institutions. His previous experience encompasses security research, portfolio construction and risk management. Prior to his financial services career, Whitby was employed in the semiconductor industry working in engineering, sales and finance. He has a Bachelor of Science degree 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 and an Accredited Investment Fiduciary. He is ranked as a Five-Star Advisor by the Paladin Registry. Whitby is an active volunteer and speaker for the community outreach program sponsored by the Financial Planning Association of Miami-Dade, a former University of Miami Adjunct Professor, a past board member for the Financial Planning Association, and is a member of the CFA Institute. Jason Whitby has been widely published and quoted in the media including The Miami Herald, Morningstar, AARP's LifeTuner, The SunSentinal, SmartMoney, Yahoo! Finance, The Globe and Mail, Seeking Alpha, AccountantsWorld.com, CNBC For Your Money, CBS4 Financial Expert, and many other financial publications and media outlets. You can contact Jason Whitby at www.investorsolutions.com. You can contact Jason Whitby at www.investorsolutions.com.

  1. Independent 401(K): A Top Retirement Vehicle For Sole Proprietors
    Retirement

    Independent 401(K): A Top Retirement Vehicle For Sole Proprietors

    This vehicle has several advtanges over the SEP IRA. Find out why it's often a better alternative.
  2. The Illusion Of Diversification: The Myth Of The 30 Stock ...
    Fundamental Analysis

    The Illusion Of Diversification: The Myth Of The 30 Stock ...

    Find out what it takes to really diversify your portfolio.
  3. 6 Common Misconceptions About Dividends
    Personal Finance

    6 Common Misconceptions About Dividends

    Six reasons why some advisors recommend dividends and why sometimes this may be unsound advice.
  4. Portfolio Management Pays Off In A Tough Market
    Investing Basics

    Portfolio Management Pays Off In A Tough Market

    A clear rebalancing strategy is a critical component of portfolio management, particularly in tough economic times.
  5. 9 Misconceptions About Managed Futures
    Active Trading

    9 Misconceptions About Managed Futures

    Managed futures are not all they're worked up to be. Learn why they are not a good option for investors.
  6. Why Boomers' Retirement Is Different From Their Parents
    Savings

    Why Boomers' Retirement Is Different From Their Parents

    Many retirement strategies that worked for previous generations are no longer viable. Find out the best ways to get the nest egg you need now.
  7. Structured Notes: Buyer Beware!
    Bonds & Fixed Income

    Structured Notes: Buyer Beware!

    At first glance, this product looks like the answer to investors' prayers. In reality, it's just too good to be true.
  8. 6 Common Misconceptions About Dividends
    Markets

    6 Common Misconceptions About Dividends

    You've almost certainly heard these commonly held beliefs about dividends. Find out why they're wrong.
  9. What's The Minimum I Need To Retire?
    Options & Futures

    What's The Minimum I Need To Retire?

    Make sure your golden years are golden, not merely a struggle for existence.