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About Jason Jackman
Jason Jackman is the Chief Executive Officer of Johnson Investment Counsel and a shareholder of the firm. Previously, he was Director of Fixed Income and Institutional Management. Jason has been with the firm since 1993, joining soon after earning his bachelor’s degree in economics from Wittenberg University. He holds the Chartered Financial Analyst® (CFA®) designation, and is a member of the Cincinnati Society of Financial Analysts.
Jason is the Treasurer of the Cincinnati Regional Business Committee, Investment Chair and Executive Committee Trustee for the Cincinnati Opera, and Investment Chair and Trustee for St. Elizabeth Healthcare. He also holds positions with Cincinnati’s Young Presidents Organization (Gold), Northern Kentucky University Foundation and the Horizon Fund of Northern Kentucky.
In the past, Jason has served on the Board of Directors of the Cincinnati Ballet (2007-2009), the Board of Directors and as Treasurer for the St. Vincent DePaul Charitable Pharmacy (2004-2008), the Board of Directors and Treasurer of The Carnegie (1995-2007), the Executive Committee and Finance Chair for Vision 2015 (2006-2016), the Board of Trustees and as Treasurer of Central Clinic (1996-2002) and was a founding member and past president of Legacy (1999-2010). Jason served on the Board of Trustees for the UC Economics Center, the Board of Governors for The Metropolitan Club, as well as Leadership Cincinnati XXVII. Jason received the Business Courier’s Forty Under 40 Award in 2006. -
Education
- Wittenberg University, B.A. Economics
Community involvement
- Cincinnati Opera
- Board of Trustees
- Executive Committee
- Investment Committee Chair
- Cincinnati Regional Business Committee (CRBC)
- Board of Directors
- Executive Committee, Treasurer
- Northern Kentucky University Foundation
- Board of Directors
- Executive Committee (former)
- Investment Committee Chair (former)
- President (former)
- St. Elizabeth Healthcare
- Board of Trustees
- Chair of the Investment Committee
- Horizon Fund of Northern Kentucky
- Investment Committee
- Cincinnati Young Presidents Organization (GOLD)
- Board Member
- Treasurer
- Immanuel United Methodist Church
- Endowment Committee
- Central Clinic
- Board of Trustees (former)
- Cincinnati Ballet
- Board of Directors (former)
- Legacy
- Board of Directors (former)
- Skyward
- Board Member (former)
- St. Vincent de Paul Charitable Pharmacy
- Board of Directors (former)
- The Carnegie
- Board of Directors (former)
- The Metropolitan Club
- Board of Governors (former)
- UC Economics Center
- Board of Trustees (former)
- Vision 2015
- Board Member (former)
Highlights and recognition
- Northern Kentucky Chamber’s Next Generation Leader Award (2010)
- Legacy Legend Award (2008)
- Forty Under 40 Award (2006)
- Leadership Cincinnati XXVII
- Cincinnati 300
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Jason's story
Jason Jackman’s boyhood unfolded in numerous settings. The shortest time he lived in a place was one year (Wilkes-Barre). After that, it was a basic four-year rotation (New Jersey, New Hampshire, Pittsburgh and on). His dad worked for JC Penney and was periodically reassigned to manage another store in another state.
“My memories of childhood are wonderful. But I guess I wrote some fairly heart-wrenching poems about this moving van or that moving van pulling away from the curb. It had to have been tough to start over, leaving friends, having to make new ones. My parents must’ve felt awful when they saw my poems.”
He laughs, shaking his head at the memory of those early times. Years later, he would enroll at Wittenberg University and meet Amy, the woman he would marry. He would follow her to Cincinnati, where she found work as a chemist.
He would see a help-wanted ad and hire on with Johnson Investment Counsel.
Here’s the thing: When Jason moved to Cincinnati, he was eager to sink roots and really make the Queen City his home. At the time, the firm wasn’t particularly known for being involved in the community. Jason pushed the firm to let him play various roles in the community, taking over a few board seats from founder, Tim Johnson, encouraging other members of the firm to do the same. Sinking roots.
“I think that’s one legacy I brought to the firm. People began to see community involvement was beneficial for their own personal development and for the business as well. Now it’s one of the firm’s true tenets. Just about everyone here is on a couple of boards. I’m pretty proud of that.”
From his mother, Jason learned to put the needs of others first. “Everywhere we lived, she’d volunteer at school and church and find a lonely little old lady in need.”
He gets his work ethic and a love of the outdoors from his father. “It was a lot of fishing and a lot of canoeing with Dad. When I graduated from college, he took me to northern Saskatchewan, way up near the Arctic Circle fishing for northern pike and Arctic grayling. Best fishing trip I’ve ever been on.”
He and Amy live in Ft. Mitchell, with children Nick, Eric and Matthew. Jason and the boys have a tradition where each gets to pick something special to do with Dad. This has resulted in a backpacking trip to the Red River Gorge, building a tipi in the back yard and taking in a UK game at Rupp Arena. “It’s good for me, good for them.”
Jason says he came to the firm by happenstance, but it quickly felt like home.
“I’ve developed a passion for the place – the people here, the mission, the fact we’re making a difference in peoples’ lives every day … It’s the focus on clients.
“Those values are completely aligned with where I am and where I want to stay.”
Jason O. Jackman, CFA
Chief Executive Officer, Principal
Asset Management, Executive Leadership, Management Team
Team members
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Elyse D. Luecke
Business Development Assistant Asset Management, Cincinnati - West
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Michelle L. McGinnis
Client Support Assistant Asset Management, Cincinnati - West
Jason's featured news and media
- Jason Jackman Weighs in on the Economic Impact of Elections
- Jason Jackman on Financial Impact of the Election
- CEO Jason Jackman Included in Cincinnati 300 List
- Spectrum News 1 Interview with CEO Jason Jackman
- Spectrum News 1 Interview with CEO Jason Jackman
- Asset TV Meet The RIA with CEO Jason Jackman
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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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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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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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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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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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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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Nonprofit Organizations
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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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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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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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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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