Jason Breaker, CFA has a diverse work experience in the financial industry. Jason started their career at Merrill Lynch as an Institutional National Sales representative, where they covered Middle Market accounts and managed visits for company management teams. Jason then moved to A.G. Edwards, where they worked as an Institutional Sales representative, covering institutional accounts as part of a team. Jason then joined WR Hambrecht + Co as a Vice President in Institutional Sales, successfully marketing two OpenIPOs. Jason later worked at Brean Capital, LLC as a Senior Vice President in Institutional Sales, where they opened a new West Coast Sales office and introduced the firm's research and banking products to major accounts. Currently, Jason is working at Wedbush Securities as a Senior Vice President in Equity Sales. In this role, they cover priority accounts in different regions and has achieved significant success, such as improving broker rank and increasing analyst meetings at priority accounts.
Jason Breaker, CFA has a BA in Philosophy and German Literature from Colorado College, where they studied in 1995. In 1992 and 1993, they pursued Philosophy studies at The University of Göttingen. Jason obtained the Chartered Financial Analyst designation from the CFA Institute in 2001. Additionally, they hold Series 7 and 63 licenses, which were obtained in 1995 through the Financial Industry Regulatory Authority (FINRA).
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