Jason Bolt, CFA

Jason Bolt, CFA, is the Executive Director of the ESOP Advisory Group at J.P. Morgan. He is based in Portland, Oregon, and has a strong background in business valuation across various industries. His professional profile highlights extensive experience in advising companies on Employee Stock Ownership Plans (ESOPs), which are used as a strategy for employee ownership and succession planning.

Professional Background

• Position: Executive Director - ESOP Advisory Group
• Company: J.P. Morgan
• Location: Portland, Oregon

Expertise

Jason Bolt specializes in business valuation and has a demonstrated history of working with diverse companies, providing insights and strategies related to ESOPs. His qualifications as a Chartered Financial Analyst (CFA) further bolster his expertise in financial analysis and investment management.

Achievements

In addition to his role at J.P. Morgan, Bolt has received several accolades throughout his career, including recognition as one of the Top 40 under 40 by the Portland Business Journal in 2014, which honors influential young leaders in the local business community. He has also been involved with various awards related to entrepreneurship and innovation within the Oregon business landscape.12