Jason Self (CFA®, CFP®)

Jason Self focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Jason W. Self, CFA, CFP®   has 14 years of experience in private wealth management as a high net worth portfolio manager.  Jason’s background includes co-managing the investment models for the Wells Managed Portfolio Group.  In this role, he was responsible for the strategic and tactical asset allocation as well as investment selection of billions of dollars in assets.  He has experience as an equity research analyst covering the semiconductor industry. 

Before founding Resonance Financial, Jason spent 7 years as a senior portfolio manager for TIAA-CREF Trust Company covering the southwestern United States.   His private wealth management experience includes high net worth, ultra-high net worth, foundations, profit sharing plans, and executive compensation plans.  He personally managed over $400 million in assets for his clients while maintaining a very high retention rate.  He was also a portfolio manager for 6 years with Wells Fargo with over $300 million in AUM.

Jason is a magna cum laude graduate of Texas State University with a degree in Finance.  He is a Chartered Financial Analyst charterholder and a Certified Financial Planner™ professional.  He is a member of the CFA Austin Society, CFA Institute, and the National Association of Personal Financial Advisors.  Jason has been rated as a 5-star advisor by Paladin Research.

Jason is a life-long Texan who lives in the Steiner Ranch area of Austin.  He has been married for 16 years to his lovely wife, Kim.  They have a 8-year old daughter named Kaida and 6-year old twin boys named Jaron and Jordan.  He enjoys, golf, hiking, tennis, and coaching youth soccer.

NAPFA Start Date

September 17, 2015

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This Office

16201 Dodd St. Volente, TX 78641 Austin, TX 78641 Phone: (512) 520-5966 Fax: (512) 813-7741