3 weeks ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
- With CAPTRUST Since 2007
- 800.216.0645
-
Non-branch Location
Washington, DC 20036
Jason Bart
Financial Advisor,
Advice & Wellness
Financial Advisors
Jason Bart is a wealth management financial advisor based in Washington, DC.
Jason joined CAPTRUST in 2007 as an advice and wellness wealth advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors.
Education
- Saint John’s University School of Law
News & Resources
Wealth Management
Endowments & Foundations
3 weeks ago
Honoring Donor Intent
Looking for ways to honor donor input and foster positive...
Wealth Management
3 weeks ago
Financial Planning Checklist
In times of market volatility, it’s natural to feel uncertain...
Retirement Plans
3 weeks ago
CAPTRUST’s Financial Wellness Solution for Plan Sponsors
As more employees look to their employers for financial help...
