![Jason J. Zahorenko](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Jason J.
Zahorenko is Relationship Manager at Equius Partners, Inc. He joined Equius Partners in 2007.
After earning a Bachelor of Science in finance from Arizona State University, he began his career with Charles Schwab & Co., Inc. There he was tasked with coordinating trading in the firm’s mutual fund supermarket, “OneSource.”
At Equius Partners, He oversees database management, quarterly report preparation, and the preparation of investment plans.
He also reviews portfolios on a continual basis to ensure that client portfolios adhere to their stated asset allocation.
He also heads our compliance efforts.
He is a native of Marin County and enjoys cycling and other outdoor activities in his spare time.
He has participated in a number of cycling events, including one that's had him crossing the great state of Iowa in each of the previous six summers.
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Equius Partners, Inc.
 Equius Partners, Inc. Investment ManagersFinance Equius Partners generally recommends a broad mix of passively managed, low-cost indexed mutual funds and institutional-level asset class funds for investment portfolios. These funds are designed to significantly reduce or eliminate the risks of active management through very broad and efficient diversification. They may utilize other low-cost investment vehicles, such as exchange-traded funds (ETFs) and individual fixed income securities, when appropriate. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Equius Partners, Inc.
Equius Partners, Inc. Investment ManagersFinance Equius Partners generally recommends a broad mix of passively managed, low-cost indexed mutual funds and institutional-level asset class funds for investment portfolios. These funds are designed to significantly reduce or eliminate the risks of active management through very broad and efficient diversification. They may utilize other low-cost investment vehicles, such as exchange-traded funds (ETFs) and individual fixed income securities, when appropriate. | Finance |
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sélectionnez votre édition
Toutes les informations financières adaptées au niveau national
