Jason Friedman
FounderFounder at AdvisorFinder
Virginia Beach, Virginia, United States
FoundedAdvisorFinder
About
Jason Friedman is Co-Founder and CEO of AdvisorFinder (AdFi), a platform that helps individuals find and research financial advisors and other financial professionals. Previously a financial advisor, he leads a company that also provides financial professionals with profiles designed to make them more discoverable through online searches and the AdvisorFinder marketplace.
Founder at AdvisorFinder
Intro paths
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In turn, Jason can intro founders to AdvisorFinder's investors below.
Experience
- AdvisorFinderCo-Founder and CEOcurrent2022 — present
- Merrill LynchFinancial Advisor2020 — 2022Virginia Beach, Virginia, United States
- Wells Fargo AdvisorsWealth and Investment Management Analyst2019 — 2020
- UBSMarket Research Analyst2018Norfolk City County, Virginia, United States
- Harvey Lindsay Commercial Real EstateCommercial Real Estate Intern2016Norfolk City County, Virginia, United States
- HRACRE (Hampton Roads Association for Commercial Real Estate)Intern2016Norfolk City County, Virginia, United States
- Toledo Building Services CoMarketing Intern2015Toledo, Ohio Metropolitan Area
- Toledo Building Services CoIntern and Custodian2013Toledo, Ohio Metropolitan Area
Skills & more
Leadership7Management2Public Speaking4Microsoft Office8Microsoft Excel9Adobe Creative Suite1Mac OS2Windows1PowerPoint2Social Media17Research14Social Media Marketing3
+12 more
Market ResearchMarketing StrategyCommercial Real EstateMarketingCoStarStock TradingStock MarketVideo EditingComputer Hardware TroubleshootingNetwork TroubleshootingSoftware TroubleshootingFinancial Modeling- Securities Industry Essentials® (SIE®) Exam — FINRA
- Series 7 – General Securities Representative Exam — FINRA
- Series 66 – Uniform Combined State Law Exam — FINRA
- Private Securities Transactions — Wells Fargo
- Understanding concentrated hedge fund-of-funds and single manager hedge funds — Wells Fargo
- Exchange Traded Products Understanding Leveraged and Inverse ETPs — Wells Fargo
- Global Data Privacy & Protection (GDPP) 2019 — Wells Fargo
- Wall Street Prep Financial and Valuation Modeling seminar — Wall Street Prep
From Jason's professional profile.
Frequently asked questions
- Who is Jason Friedman?
- Jason Friedman is Co-Founder and CEO of AdvisorFinder (AdFi), a platform that helps individuals find and research financial advisors and other financial professionals. Previously a financial advisor, he leads a company that also provides financial professionals with profiles designed to make them more discoverable through online searches and the AdvisorFinder marketplace.
- Where does Jason Friedman work?
- Jason Friedman is Founder of AdvisorFinder.
- What companies did Jason Friedman found?
- Jason Friedman founded AdvisorFinder.
- Where did Jason Friedman go to school?
- Jason Friedman studied at University of South Carolina (Bachelor of Business Administration (BBA), Finance and Risk Management & Insurance).
Same school
Also attended University of South Carolina33
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+ 27 more
Shared employers
Also worked at Merrill Lynch450
Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution
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+ 444 more
Also worked at Wells Fargo Advisors10
Coyn MateerAdvisor at UTXO ManagementIvan NikkhooFounder & Managing Partner at Navigate VenturesMike DeTraneSenior Director at Empactful CapitalHolly HillDirector of Operations at iSelect FundAtul KamraManaging Partner at SixThirty VenturesJordan FreibrunSenior Associate at SixThirty Ventures
+ 4 more
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