Johnson Investment Counsel
Jason M. Farler, CFA has extensive work experience in the investment industry. Jason M. is currently the Senior Managing Director at Johnson Investment Counsel, where they have held various roles including Managing Director and Principal - Portfolio Manager since joining in 2006. Prior to Johnson Investment Counsel, Jason worked at Johnson Investment Counsel, Inc. from 2001 to 2005, initially as a Portfolio Manager Assistant and later as an Associate Portfolio Manager. Jason M. began their career at Fidelity Investments in 1998 as a Brokerage Services Representative.
Jason M. Farler, CFA holds a Bachelor of Science degree in Finance, which they obtained from Miami University between 1997 and 2001. In addition, they have obtained the CFA Charterholder certification from the CFA Institute in 2005. Jason M. also holds the Series 63 certification from NASAA.
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Johnson Investment Counsel
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Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments. Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.