A. Jason Whitby, CFA, CFP®, AIFA®, MBA
Coconut Grove, Florida Financial Planner

Jason Whitby, MBA, CFA®, CFP®, AIFA® is a senior financial advisor for Investor Solutions providing financial planning and investment management for high net-worth clients and institutions. His prior experience encompasses security  research, portfolio construction and risk management. Prior to his financial services career, Whitby was employed in the semi-conductor industry working in engineering, sales and finance. Jason has a bachelor’s degree in chemical engineering from Purdue University and an MBA from Santa Clara University with a concentration in finance. Additionally, he is a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner as well as a Chartered Financial Analyst and an Accredited   Investment Fiduciary Analyst (AIFA®). He is ranked as a Five Star Advisor by the Paladin Registry. Whitby is an active volunteer and speaker for the community outreach program sponsored by the Financial Planning Association of Miami-Dade. A former University of Miami Adjunct Professor, he is also a past board member for the Financial Planning Association, and is a member of the CFA Institute. Jason Whitby has been widely published and quoted in the media including Investopedia.com, Morningstar, The Miami Herald, The Sun-Sentinel, Smart Money, Yahoo! Finance, The Globe and Mail, Seeking Alpha, AccountantsWorld.com, and Investor Solutions’ own The Informed Investor newsletter.. He is an expert contributor to CNBC For Your Money, CBS4 Financial Expert, Life Turner® by AARP, and many other financial publications.

Posts by A. Jason Whitby, CFA, CFP®, AIFA®, MBA: