Jason Baum

Jason Baum, a CFA, CFP®, ChFC®, MBA, currently holds the position of Senior Vice President in Private Wealth Management at Capital Wealth Advisors. Prior to this, Jason served as a Senior Wealth Advisor at Mariner Wealth Advisors. With experience at Rehmann Financial, Ciccarelli Advisory Services, Inc., and Confer Financial Services, Jason has a solid background in financial planning and investment management. Jason holds a Master of Business Administration from William Howard Taft University.