Jason Terhune, CIMA®, CFP®

Jason is a Principal and Senior Financial Advisor at Capital Advantage, as well as a Certified Investment Management Analyst® (CIMA®), a CERTIFIED FINANCIAL PLANNER® (CFP®), and an Investment Advisor Representative. Jason is a part of the investment committee, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.

As a financial advisor, Jason helps his clients to better understand their current financial situation and clearly define their financial goals. Recognizing that each client’s situation is unique, Jason partners with his clients to help them develop a roadmap to navigate all phases of their financial lives.

Prior to joining Capital Advantage, Jason worked at JPMorgan Chase and Charles Schwab and Co., Inc. where he was responsible for managing high net worth client relationships. He joined Capital Advantage in 2022.

Jason lives in Danville, CA. Jason is an avid mixed martial arts fan, and in his time outside of work, he enjoys fishing, outdoor recreational activities and auto shows.

Education

MS in Advanced Financial Planning, Golden Gate University, CA (In Progress, Expected Completion 2024)
BA in Philosophy, Humboldt State University, CA
Certificate with Distinction in Personal Financial Planning, UC Berkeley Extension, CA
Certificate in Investment Management Theory & Practice, Yale School of Management, CT

Highlights

Active Member, Financial Planning Association – East Bay

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