Jason Barsema

President & Co-Founder at Halo Investing
On the record

Jason Barsema is the President and Co-Founder at Halo Investing. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions.

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  • Advisors need more investment options in today's low yield environment, and annuities can provide income and predictable outcomes for investors. As part of our mission to help individuals meet their retirement goals, we will continue to add products, carriers, and features to facilitate a simplified annuities and protective investing experience.

    29 July 2021
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