Jason Stuber, CFA
Jason Stuber, CFA
Chief Investment Officer
Jason Stuber, CFA serves as the Chief Investment Officer for Saling Wealth Advisors with nearly 25 years of investment experience. Prior to joining the Saling Wealth Advisors team, Jason was an investment specialist with J.P. Morgan Private Bank and served as Due Diligence Manager at Hilliard Lyons, where he led and established many of the firm’s fund investment research processes. He was also a Portfolio Manager and served as a member of the investment committee for Hilliard Lyons Trust Company, LLC.
Jason is dedicated to helping our clients invest towards their unique wealth goals. He focuses on investment research, investment selection, portfolio management as well as counseling clients through the ups and downs of the markets. He earned the designation of Chartered Financial Analyst in 2006 and is a member of the CFA Institute and the CFA Society of Louisville.
Jason grew up in Louisville and graduated from the University of Kentucky with a B.S. in Finance. He and his wife, Amy, have two very active sons who keep them very busy.
Education
BBA in Finance, University of Kentucky
Professional Designations
Chartered Financial Analyst
Leadership & Community
Philanthropy Chair, St. Albert the Great Men’s Fellowship Group