Jason Eric Lefton

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Profile

Jason Eric Lefton worked as an Assistant Vice President at SSI Investment Management, Inc. from 2007 to 2010.
He then worked as a Vice President at Luminous Capital LLC from 2010 to 2012.
From 2013 to 2019, he worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He also worked as a Senior Trader at Chimera Capital Corp.
Mr. Lefton received his undergraduate degree from the University of Michigan in 1999 and his MBA from the Stephen M.
Ross School of Business in 2007.

Former positions of Jason Eric Lefton

Companies	Position	End
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Equities	2019-06-03
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Portfolio Manager-Equities	2012-11-30
SSI Investment Management, Inc. SSI Investment Management, Inc. Investment ManagersFinance SSIIM invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.	Analyst-Equity	-
Chimera Capital Corp.	Corporate Officer/Principal	-

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Private companies	6
SSI Investment Management, Inc. SSI Investment Management, Inc. Investment ManagersFinance SSIIM invests primarily, but not exclusively, in equity, convertible and fixed income securities that are traded publicly in US and non US markets.	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Luminous Capital LLC Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Chimera Capital Corp.
Stephen M. Ross School of Business Stephen M. Ross School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services