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Jason K. Bleimeyer




Jason has been in the financial services industry for more than twenty years. In his practice, he advises institutions, fiduciaries, and individuals on sector analysis, asset allocation, and security selection. He guides clients on how to structure portfolios with an emphasis on risk management and tax efficiency.


Jason holds the designation of Certified Investment Management Analyst (CIMA), taught in conjunction with the Wharton School of the University of Pennsylvania and

sponsored by the Investment Management Consultants Association (IMCA). He also holds the designation of Certified Investment Management Consultant (CIMC) sponsored by IMCA.

Currently, Jason teaches a university level continuing course, "Wealth That Lasts," at UCLA Extension and UCI Division of Continuing Education. He has taught "Wealth That Lasts," at Arizona State University Extension, UNLV Continuing Education, and the University of San Diego.

Jason holds a Bachelor of Science in Finance degree from the University of Colorado at Boulder and is an active member of the Investment Management Consultants Association and the Global Wealth Management Institute.


Jason and his wife live in Phoenix with their two children, Josh and Riley. They enjoy spending time at their second home in the Colorado Mountains kayaking, hiking, jeeping, and skiing.