Jason Schlesinger is a Financial Advisor and Managing Director with Alex. Brown. He specializes in fixed income investments and customized wealth management strategies. Prior to joining Alex. Brown, Jason managed client assets at UBS, RW Baird, Wells Fargo, and Bank of America. Over more than 20 years in the industry, he has helped clients navigate a wide range of market environments. Jason’s approach to wealth management is rooted in the belief that successful advice requires balancing both The Art and The Science of investing.

The Science is math: that being considerate of the changes in markets due to the evolution of those markets, the changes in regulatory demands, and how investors own those assets allows a modern take on Modern Portfolio Theory. The Art is grounded in the belief that an advisor must be involved in a client’s total financial picture, and both sides of their balance sheet – both today and tomorrow. Each client is truly different, coming with different levels of understanding and goals. Jason believes that the more open he and the clients are with each other, the better the outcome will be; and his deep experience in helping clients with estate planning strategies and building tax efficient investment trusts leads to a bridging of short-, medium- and long-term goals.

Jason attended Boston University with an emphasis in Finance. He has furthered his education by attending classes in finance at the Wharton School of Business Executive Education program as well as Golden Gate University.

Jason has worked on two Presidential Campaigns and serves on the board of directors for the Better Angels Society Foundation and is on the investment committee for the Make a Wish Foundation, and the board of Take Me to the River.

He lives in Marin and spends his time with his wife Kristin and their children Grace and Cameron, following them around, golfing, exercising and milling around the waters of Cape Cod digging for clams, oysters and anything else that lives in the ocean and is slower than he is.

Registered States: AK AL AZ CA CO CT FL HI ID IL IN MA MD ME MN NC NH NJ NV NY OH OR PA RI SD TX UT VT WA WI WV