Jason Behr, AIF®
Jason brings patience and an analytical mind to his approach to serving the needs of his clients. Having an educational background, he embraces the importance of serving as the role of a teacher to his clients, ensuring that they not only trust in the financial decisions they make together but understand each one on a deep level. His goal is to build a practice where it is focused on the care of each individual client – not just metrics and specific products.
Prior to joining Morgan-Aly, Jason held several positions with TD Ameritrade, including financial consultant, thinkorswim® division member, and IRA specialist in the investor services division. A graduate of the University of Wisconsin in Milwaukee, he is the recipient of a BFA and MM. Jason is also proud to have earned the Accredited Investment Fiduciary credential. This designation reflects his unwavering commitment to upholding the fiduciary standard of care for his clients.
On a day-to-day basis, Jason focuses on reading quality research. Using Factset software, he implements bespoke valuation formulas to glean insights while engaging in conference calls with economists and CFAs to help manage clients’ investments. He combs through many stock research reports and mutual funds to choose the appropriate investments to pursue his clients’ specialized needs.
Outside the office, Jason serves as the treasurer for Early Music Now, a nonprofit organization focused on bringing historical musical performances to the Milwaukee area. He also co-founded the Milwaukee Classical Guitar Society. His hobbies include aviation, curling, golf, board games and playing classical guitar. He is a certified pilot having obtained his private pilot’s license in 2021.