Jason Smull, CFA, CAIA, is a Senior Investment Strategist at Vanguard, where they partner with institutional clients to enhance retirement outcomes. With a strong foundation in finance from Penn State University, Jason has held various roles at Vanguard since 2014, including Senior Internal Sales Consultant and VU Trainer, where they focused on investment methodologies and advisor training. They have specialized in promoting Vanguard's low-cost investment options and have contributed to the redesign of training curricula within the organization. Jason holds Series 7, 24, and 63 licenses, demonstrating their expertise in the financial sector.
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