Bio

Jason M. Farler, CFA

Jason M. Farler, CFA

Managing Director, Director of Johnson Family Office Services
Family Office Services, Cincinnati - Kenwood

Jason M. Farler, CFA is a Managing Director and serves as the Director of Johnson Family Office Services. Jason has been a member of several of the firm’s investment teams and has been with the firm since 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.

Show/Hide Team Members

Team Members

David A. Christian
Portfolio Manager Assistant
Maria L. Leonhardt
Client Support Assistant

Relevant Work Experience

Fidelity Investments, Brokerage Services Representative

Education

Miami University, B.S. Finance
CFA Institute: Chartered Financial Analyst (2005)

Community Involvement

ArtsWave
Campaign Committee
Cincinnati Estate Planning Council
Board Member
Cincinnati Children’s Museum
Board of Advisors (former)
March of Dimes
Board of Directors (former)

Memberships

CFA Society Cincinnati

Highlights & Recognition

Business Courier's Forty under 40 Award (2008)
Cincinnati USA Chamber of Commerce,
C-Change (Class of 2007)