Jason Martin, CFA, CFP

Founding Partner of the Bethesda Group at Morgan Stanley, a 10 member team managing over $1.5 Billion of Assets for 800 households. Focusing on Executive Financial Planning and Comprehensive Wealth Management. In addition our team delivers financial wellness to many large corporations and we provide advice on equity compensation and diversification as well as customized portfolios.

In addition to overseeing 100 client relationships, I performed extensive portfolio analysis, headed up the trading of our portfolios and assisted in financial planning generations, for business owners, and employees of international organizations.

Performed Portfolio Analysis and Proposal Creation for existing and prospective clients, assisted with trading responsibilities and financial planning.

Assisted two senior financial advisors on portfolio analysis, investment modeling and financial planning software within a practice of about 100 clients overseeing about $40 million in investible assets.