Jason Bremer, CFA®

Managing Director

Jason P. Bremer is responsible for client service coordination and the implementation of investment strategies, including portfolio management, equity research and trading, at United Capital Financial Advisors.

He joined Paragon Investment Management, now United Capital, in 1997. While at Paragon, Jason’s responsibilities included portfolio strategy, portfolio management, equity research, trading and performance measurement.

Jason received his Bachelor in International Political Economics degree from the Jackson School of International Studies in 1995, graduating Cum Laude and Phi Beta Kappa. He also earned the Chartered Financial Analyst® (CFA®) designation in 2000 and is a member of the CFA Institute and CFA Society of Seattle.

Outside of work, Jason is a musician and plays keyboards. Jason spends his free time running, mountain biking, climbing or skiing in the mountains near Seattle. He and his wife, Jennifer, have two daughters and live in Seattle.

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