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About Jason Farler
Jason M. Farler, CFA is a Senior Managing Director of Johnson Family Office Services. He is a member of the Executive Team and is a shareholder of the firm. He has been a member of several of the firm’s investment teams since joining in 2001. Prior to joining Johnson, Jason worked for Fidelity Investments in Brokerage Services.
Jason attended Miami University, Oxford where he earned his BS in Finance from the Richard T. Farmer School of Business. Jason is a CFA® Charterholder and is a member of the CFA® Society of Cincinnati. He has been recognized by the CFA Institute for his commitment to continuing education through their voluntary personal development program.
Jason is a former Chairman for the Board of Directors of the March of Dimes Cincinnati/Northern Kentucky Division, is a former member of the Board of Advisors for the Duke Energy Children's Museum at the Cincinnati Museum Center at Union Terminal and the Cincinnati Estate Planning Council.
Jason is a graduate of the 2007 class of C-Change, a leadership development program sponsored by the Greater Cincinnati Regional Chamber of Commerce. In 2008, Jason was named as one of the Business Courier's Forty Under 40 Award recipients. In 2016, Jason completed the Schwab Executive Leadership Program.
Jason has been a speaker at Miami University, The Atrium Medical Center Foundation and the firm's annual outlook seminars. -
Education
- Miami University, B.S. Finance
- CFA Institute: Chartered Financial Analyst (2005)
Community involvement
- Cincinnati Estate Planning Council
- Board Member (former)
- Cincinnati Children’s Museum
- Board of Advisors (former)
- March of Dimes
- Board of Directors (former)
Memberships
- CFA Society Cincinnati
Highlights and recognition
- Business Courier's Forty under 40 Award (2008)
- Cincinnati USA Chamber of Commerce, C-Change (Class of 2007)
- Schwab Executive Leadership Program Graduate (2017)
Jason M. Farler, CFA
Senior Managing Director of Johnson Family Office Services, Principal
Executive Leadership, Management Team, Directors for Find Advisor, Family Office Services
Team members
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David A. Christian, CFA, CFP®
Portfolio Manager, Principal Family Office Services, Cincinnati - Kenwood
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Maria L. Leonhardt
Client Support Assistant Family Office Services, Cincinnati - Kenwood
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Nathan D. Nichols, CFA
Portfolio Manager Assistant Family Office Services, Cincinnati - Kenwood
Our Services
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Individuals and Families
Deep expertise. Individualized solutions.
We know each person and every family is different than the next. We take the time to get to know you—your life, expectations, and goals. Our team-based approach provides a range of services and resources that allow us to build solutions that are in alignment with your vision for the future.
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Investment Management
Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.
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Retirement & Cash Flow Planning
Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.
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Income Tax Planning
Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.
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Estate Planning & Trust Services
Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.
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Charitable Planning
At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.
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Asset Protection & Insurance
We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.
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Business Solutions
Services tailored to your business’ current stage
From establishing a robust corporate retirement plan strategy to helping you plan for what comes after the sale of your business, our firm is here to help you navigate your business’ needs. Our team’s expertise and experience make us a knowledgeable and professional partner to ensure long-term success for your business and your employees.
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Corporate Retirement Plans
We provide a full range of services to help businesses deliver the best retirement plan options to their employees and also handle the responsibilities of plan management and employee engagement. We manage the details so you can focus on the needs of your business.
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Business Transitions
From helping to formulate a financial plan for the windfall that comes with selling a business to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. We provide guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.
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ESOP Clients
As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us a great partner to help guide the impact and success that employee-owned stock option programs can have in your organization.
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Nonprofit Organizations
Explore our institutional investment services
Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. We still carry forth this mission today, providing customized solutions for institutions and endowments through Johnson Asset Management. This team works closely with our clients to create and implement a long-term plan for your organization that will align your current needs and future goals.
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Investment Policy Consultation
One of the cornerstones of our long-term success is our ability to partner with organizations to thoroughly understand their investment goals and objectives. We help craft and refine Investment Policy Statements to properly reflect the needs of the organization.
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Fixed Income Asset Management
As a fixed income manager, our Quality-Yield investment approach to building portfolios combined with our extensive experience and continuity of our investment team, has continued to result in success for our clients.
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Equity Asset Management
Our strategies emphasize high-quality, predictable cash flow securities at appropriate valuations. All of our equity strategies are built with the expectation of exceptional risk-adjusted results.
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Asset Allocation
We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.
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Customized Solutions
By developing a partnership with our clients, we are often in a position to offer tailored solutions.
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