Jason Lipsett, CFA, CPWA®
Designations and Licenses
Jason holds the Chartered Financial Analyst® designation and is a Certified Private Wealth Advisor®.
Experience and Education
With over 20 years of investment management and advisory experience, Jason partners closely with affluent families to design and implement customized wealth plans that incorporate investments, retirement planning, tax and estate planning, and risk management. His approach is strategic and collaborative to help families navigate complex financial planning needs to help them achieve their long-term goals.
Prior to joining Mariner Wealth Advisors, Jason was a portfolio strategist and client advisory team director at Tolleson Wealth Management, where he worked closely with clients on investment-related matters, including allocation strategy and implementation. While also at Tolleson, he served as a director and primary client advisor working to provide comprehensive advisory services to ultra-high net worth families. Prior to this, he worked as a portfolio manager in the wealth advisory group at Northern Trust.
Jason holds a Bachelor of Business Administration degree, graduating magna cum laude, from Texas Wesleyan University. He is a member of the CFA Institute and the CFA Society of Dallas/Fort Worth. He is also a member of the Investments & Wealth Institute.
Jason is a long-time resident of east Dallas and currently lives in Lake Highlands with his wife and two children. In his free time, he enjoys hiking, gardening, tennis and piano.