Jason Foster
Membre du Comité d'Investissement chez Old Port Advisors, Inc.
Profil
Mr. Jason E.
Foster is a Vice President & Senior Wealth Advisor at Old Port Advisors, Inc. He joined Old Port Advisors in 2012.
He works with both individuals and retirement plans and is a member of the firm’s Investment Policy Committee.
Mr. Foster began his investment career at the regional firm of Legg Mason Wood Walker (now Morgan Stanley Smith Barney) as a financial advisor in 1998, where he most recently held the title of Associate Vice President/ Financial Advisor, immediately prior to joining Old Port Advisors.
He has served on the University of Maine Farmington Advisory Board and is a past volunteer and educator with the Junior Achievement program.
Postes actifs de Jason Foster
| Sociétés | Poste | Début |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Membre du Comité d'Investissement | 01/01/2012 |
Formation de Jason Foster
| University of Maine | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
