Jason Whitby

  • • 15+ years of experience as a financial advisor and portfolio manager
  • • Holds CFA and CFP professional designations
  • • Holds two higher education degrees in chemical engineering and business



Jason has over fifteen years of experience as 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, Jason was employed in the semiconductor industry working in engineering, sales and finance. He is ranked as a Five-Star Advisor by the Paladin Registry. Jason is 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 received his Bachelor of Science in Chemical Engineering from Purdue University, and earned his Master of Business Administration from Santa Clara University.

Quote from Jason

"I am not a robot, and most likely neither are you. I care."

Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

  1. Retirement Savings

    Independent 401(k): A Top Retirement Vehicle for Sole Proprietors

    An independent 401(k) has several advantages over the SEP IRA. Find out why it's often a better alternative.
  2. Investing Strategy

    Structured Notes: Buyer Beware!

    Learn why structured notes may not the best option for an investor.
  3. Investing Strategy

    Portfolio Management: Buy-And-Hold vs. Constant-Mix

    A clear rebalancing strategy, such as constant-mix or buy-and-hold, are critical components of portfolio management, particularly ...
  4. Investing Strategy

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

    Find out what it takes to really diversify your portfolio.
  5. Investing Strategy

    6 Common Misconceptions About Dividends

    You've almost certainly heard these commonly held beliefs about dividends. Find out why they're wrong.