Partner

Jason Eliason, CFP®, ChFC®, CFA®

Jason Eliason’s primary responsibilities include client service, advanced planning, and investment research. Jason serves as the Chief Investment Officer and chairs the investment committee.

Jason and his wife, Ruth, grew up in the small town of Mesopotamia in Northeastern Ohio. Jason and Ruth both graduated from Ohio Wesleyan University in 1999 and married in 2001. They had their first child Jacob in 2006, followed by their daughter Isabella in 2010, and their third child Nicholas in 2015. Jason and Ruth enjoy spending their time outdoors maintaining their homestead in rural Delaware. They also enjoy traveling, gardening, and hiking.

Jason won the 2016 Columbus Business First Forty Under 40 award for his hard work at Waller Financial, and his contributions to the community.

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Education & Designations

  • Bachelor of Arts
    • Ohio Wesleyan University

    Majors in Economics

    Graduated with honors, Cum Laude

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant®
  • Chartered Financial Analyst®

Professional Memberships

  • Central Ohio Planned Giving Council
    • Board Member & Past President
  • Worthington Estate Planning Council
  • Financial Planning Association of Central Ohio
    • Past Director
  • Partnership for philanthropic Planning
  • CFA Society of Columbus
  • CFA Institute

Community Connections

  • Stratford Ecological Center
    • President, Board of Trustees