Kovitz
Jason R. Clark, CFA has a diverse work experience spanning over several industries. Starting in 1992 with the United States Navy, they served as a Work Center Supervisor, overseeing a team of 21 personnel. During their tenure, they received awards for their exceptional performance.
Following their military service, Jason joined Edward Jones in 2002 as a Fixed Income Specialist II, where they provided expertise on specific taxable fixed income investments and trained fellow associates on market trends and cycles. Jason R. later became a Corporate Bond Trader, managing inventory and trading medium-term notes.
In 2005, Jason joined A.G. Edwards & Sons, Inc as an Associate Securities Research Analyst. Jason R. was responsible for researching domestic equities and maintaining the Diversified Stock Income Plan concept list. Jason R. also assisted in the selection of equities for newly created retail DSIP Unit Investment Trusts.
From 2007 to 2018, Jason served as a Vice President and Senior Portfolio Manager at AFAM Capital, Inc., Al Frank Asset Management Division. Jason R. actively contributed to the management of the Value Division's model portfolios and mutual fund products. Their primary focus was on fundamental analysis of individual stocks and proposing buy and sell candidates.
Most recently, Jason joined Kovitz Investment Group in 2018 as a Principal and Portfolio Manager. Jason R. performs in-depth research and analysis of individual stocks and industries, while also providing customized account management to clients.
Jason R. Clark, CFA has a BSBA degree in Finance from the University of West Florida - College of Business, which they obtained in 2001. Prior to that, they earned their AA degree in Business from Pensacola Junior College in 1999.
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Kovitz
Kovitz connects high net worth individuals, institutions and financial professionals to sound asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. As an independently managed advisor, we are beholden to our clients alone for whom we manage and advise on more than $7.68 billion in assets (as of 12/31/23). Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients.