Jason Swedo has over 17 years of experience in the financial services industry. Jason is passionate about helping others lead more profitable and fulfilling lives; knowing in turn, they will help their families and friends lead more fiscally responsible lives and pass on their values to future generations, not just their valuables.
He began his career with Nuveen Investments in 2000, and then moved up within the ranks at some of Chicago’s top asset management firms including Aim Invesco, AMG funds, First Trust Advisors and Astor Investment Management. Jason has had extensive experience working Institutional relationships (pensions, endowments, and foundations) as well as working with hundreds of Financial Advisors directly on their investment strategy. Jason joined Carter Financial in 2017 and now spends this time working with individuals and families on their holistic financial picture inclusive of their qualified employer plans.
Jason is an investment advisor representative with Voya Financial Advisors and has the series 7, 63, & 65 securities registrations. He received his MBA from St Xavier and his bachelor’s degree from the University of Illinois. He is also has his Accredited Investment Fiduciary designation. Our company motto of making a secure financial future possible — one person, one family, one institution at a time; all within an atmosphere of family, faith and fun aligns with his personal mission. Jason along with his wife of 10 years are raising 3 children in their hometown; where they live and work.