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Jason Bart

Jason Bart

Financial Advisor,
CAPTRUST at Work

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Jason Bart is a wealth management financial advisor based in Washington, DC.

Jason joined CAPTRUST in 2007 as an CAPTRUST at Work wealth advisor within the firms Institutional Services Group. He specializes in working with retirement plan participants and provides wealth management advice for plan sponsors.

Education

  • Saint John’s University School of Law

Washington, DC

Non-branch Location
Washington, DC 20036

800.216.0645

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Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Wealth Management
12.16.2024

Estate and Legacy Planning (Webinar Recording)
Wealth Management
12.16.2024

2025 Tax Strategies as the TCJA Expires
Wealth Management
12.2.2024

Why Giving Love Beats Receiving It
Wealth Management
11.18.2024

Planned Giving Strategies for Individuals
Wealth Management
11.6.2024

Market Thoughts: 2024 Election
Wealth Management
10.17.2024

Market Update | October 2024
Wealth Management
10.16.2024

End-of-Year Tax Planning Tips
Markets & Investing
10.13.2024

Third Quarter Investment Strategy | All Eyes on the Fed
Wealth Management
9.3.2024

10 Tips for Estate Planning
Wealth Management
8.23.2024

Identifying Your Financial Priorities