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 |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Equities | 2019-06-03 |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Portfolio Manager-Equities | 2012-11-30 |
SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Analyst-Equity | - |
Chimera Capital Corp. | Corporate Officer/Principal | - |
Training of Jason Eric Lefton
University of Michigan | Undergraduate Degree |
Stephen M. Ross School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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SSI Investment Management, Inc.
SSI Investment Management, Inc. Investment ManagersFinance SSI Investment Management Inc. (SSIIM) is a registered investment advisor and hedge fund manager founded in 1973. The firm is a subsidiary of Resolute Investment Managers, Inc., which is ultimately held by Kelso & Cos., Inc. Headquartered in Beverly Hills, California, SSIIM provides investment advice to registered investment companies, institutions, trusts, endowments, pension plans, investment funds and high-net worth individuals. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Finance |
Chimera Capital Corp. |
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