Jason Washington

Jason Washington
Investment Manager

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Jason Washington is an Investment Manager with Truist Bank. With over $425M in assets under management, Jason provides proactive, personalized investment management and client service and develops disciplined, risk-adjusted asset management solutions tailored to meet individual client objectives. Jason has been serving the investment need of clients for over 16 years, working in various positions in financial services industry, including Pension Specialist and Investment Portfolio Specialist.

Education

MBA, Finance
Keller Graduate School of Management 2007 2009
BBA, Finance
Georgia State University 2002 2004

Personal Interests

Jason holds a Masters of Business Administration in Finance with Distinction and a Graduate Certificate in Financial Analysis from Keller Graduate School of Management at DeVry University. He also holds a Bachelors of Business Administration in Finance from Georgia State University.

Jason also is a board member for the L.E.A.D., Inc., an organization responsible for developing young boys into Ambassadors who will lead their City of Atlanta to lead the world. 

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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