Jason Pettner, CFP®, CFA®

Jason Pettner, CFP®, CFA®, is a Financial Advisor with the Weber Group of Raymond James. He brings nearly a decade of institutional investment experience from his time at CS McKee. Jason led sector research and tactical allocation modeling, along with providing economic and macro research across multiple asset classes. He worked with the Equity, Fixed Income, and Multi-Asset teams, where he was an integral part of the management of more than $11 billion in client assets. Jason is a Chartered Financial Analyst® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Jason serves as Vice President of the CFA Society Pittsburgh and sits on multiple university advisory boards, including Penn State Behrend’s Finance Department and the Intrieri Family Student Managed Fund. Passionate about financial literacy, he is a published author in the field and serves as Chair of Research for the Penn State Behrend Center for Financial Literacy. Jason graduated summa cum laude from Penn State’s Schreyer Honors College with a Bachelor of Science in Finance and a Certificate in Financial Planning.