Jason Stewart

Analyst-Fixed Income at

Compass Point Research & Trading LLC

Finance

Consumer Services

Profile

Jason Stewart is currently an Analyst at Compass Point Research & Trading LLC starting in 2025.
Formerly, Mr. Stewart was Managing Director & Senior Analyst at Compass Point Research & Trading LLC; Equity Research Analyst at Janney Montgomery Scott LLC from 2024 to 2025; Fixed Income Portfolio Manager at Capital One Financial Corp.; Financial Services Analyst at JonesTrading Institutional Services LLC from 2019 to 2023; Fund Manager at EJF Capital LLC; Vice President at FBR Capital Markets & Co. (Old); and Chief Investment Officer at Barrier Investments LLC.
Education includes an undergraduate degree from the University of Richmond.

Jason Stewart active positions

Companies	Position	Start
Compass Point Research & Trading LLC Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Fixed Income	2025-10-31

All active positions of Jason Stewart

Former positions of Jason Stewart

Companies	Position	End
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2025-10-31
JonesTrading Institutional Services LLC JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2023-06-30
Barrier Investments LLC Barrier Investments LLC Investment ManagersFinance Barrier employs an ABS strategy focused primarily on the home equity sector.	Chief Investment Officer	2007-12-30
EJF Capital LLC EJF Capital LLC Investment ManagersFinance EJF manages assets across a diverse group of alternative asset strategies that specialize in the financial industry. The firm employs a value-based, fundamental approach (bottom-up) to security selection with a macro-overlay (top-down) based on the regulatory environment.	Corporate Officer/Principal	-
Compass Point Research & Trading LLC Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	8
Capital One Financial Corp. Capital One Financial Corp. Major BanksFinance Operates as a holding company whose subsidiaries provides credit cards, consumer and commercial banking services	Finance
JonesTrading Institutional Services LLC JonesTrading Institutional Services LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
EJF Capital LLC EJF Capital LLC Investment ManagersFinance EJF manages assets across a diverse group of alternative asset strategies that specialize in the financial industry. The firm employs a value-based, fundamental approach (bottom-up) to security selection with a macro-overlay (top-down) based on the regulatory environment.	Finance
Compass Point Research & Trading LLC Compass Point Research & Trading LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
FBR Capital Markets & Co. (Old) FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services	Finance
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Richmond University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Barrier Investments LLC Barrier Investments LLC Investment ManagersFinance Barrier employs an ABS strategy focused primarily on the home equity sector.	Finance