Jason Farler
Portfolio Manager-Equities at Johnson Investment Counsel, Inc.
Profile
Mr. Jason M.
Farler, CFA, is a Senior Managing Director & Principal at Johnson Investment Counsel, Inc. He is also a Portfolio Manager within the Johnson Trust Family Office Services division of the firm and has been with the firm since 2001.
Prior to joining the firm, Mr. Farler worked for Fidelity Investments in Brokerage Services.
He attended Miami University Oxford where he earned his BS in Finance from the Richard T.
Farmer School of Business.
He is a CFA charter holder and is a member of the CFA Society of Cincinnati.
Jason Farler active positions
| Companies | Position | Start |
|---|---|---|
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Portfolio Manager-Equities | 2001-04-30 |
Former positions of Jason Farler
| Companies | Position | End |
|---|---|---|
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | 1999-12-31 |
March of Dimes (Connecticut)
 March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services March of Dimes provides rehabilitation and advocacy charity services for physically disabilities persons. The company is headquartered in Norwalk, CT. | Corporate Officer/Principal | - |
Training of Jason Farler
| University of Miami | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
March of Dimes (Connecticut)
March of Dimes (Connecticut) Medical/Nursing ServicesHealth Services March of Dimes provides rehabilitation and advocacy charity services for physically disabilities persons. The company is headquartered in Norwalk, CT. | Health Services |
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