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Jason H
Series 66
Lago Vista, TX
Capital Analysts
Jason Hergenreder is a financial advisor with Capital Analysts and holds a Series 66 credential. He has five years of industry experience, including prior roles at Lincoln Investment LLC and Waddell & Reed Inc. Outside of his advisory work, he is the managing member of a personal investment LLC established for tax purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing in-house model portfolios and a proprietary mutual-fund screening process, with a network of independent advisors who may engage in outside business activities alongside advisory services.
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