Mason Investment Advisory Services, Inc.
Jamal Spears is an experienced accounting professional currently serving as an Associate Accountant at Mason Investment Advisory Services, Inc. since April 2022. In addition, Jamal has held multiple roles at Washington Gas since September 2021, including Cash Receipt & Bank Statement Analyst and Cash Receivable Clerk, focusing on bank reconciliation and managing donation and damage checks. Jamal's background also includes a position as a Cash Receipt Analyst and Credit Specialist at the University of Virginia, where responsibilities included reconciling daily sales reports and managing credit card transactions. Educational qualifications include a Master of Science in Corporate Accounting from Strayer University and dual bachelor's degrees in Business Administration - Finance and Accounting and Finance from Liberty University.
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Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.