Jason Chalmers, Director
Jason comes with 20+ years of experience in financial markets and investing. He began his career as an equities trader and later managed the largest NASDAQ market making desk on the Chicago Stock Exchange. A subsequent expansion into the areas of institutional equity trading and portfolio management, further enhances Jason’s ability to bring proven investment insight and financial problem solving to the firm.
As a Director at Cohn Financial Group, Jason focuses on delivering tax-advantaged solutions to the firm’s wide range of clients – including high net worth individuals and families, top executives and professionals, business owners, tax-exempt organizations, foreign investors and sovereign wealth funds. “Limiting a client’s tax exposure can often times provide the most effective (and simple) way to increase returns and maximize overall performance.”
Jason has a BS in Finance from the University of Colorado, holds FINRA Series 7 and Series 63 licenses, is a registered representative of M Holdings Securities, Inc. and has authored several articles on tax-efficient strategies. A resident and active community member in Lake Forest, IL, Jason enjoys running, golf, platform tennis and spending time with his wife, Sonja, and their two children.