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

Our mission is to provide personalized service that revolves around you and your individual needs and goals. Let us know how we can best serve you.

Our mission is to provide personalized service that revolves around you and your individual needs and goals. Let us know how we can best serve you.