![Jason Edgar](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jason Edgar
Corporate Officer/Principal bij
BAR HARBOR BANKSHARES
Vermogen: 852 923 $ op 30-06-2026
Profiel
Mr. Jason Edgar is a President at Bar Harbor Wealth Management and a President-Wealth at Bar Harbor Bankshares.
Mr. Edgar was previously employed as a Director of Wealth Management by Berkshire Bank (Private Banking), a Senior Portfolio Manager by Enterprise Bank & Trust Co. (Investment Management), and a Vice President by Santander Central Hispano Investment Securities, Inc. He received his undergraduate degree from the University of Connecticut.
Bekende belangen in openbare bedrijven
| Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
|---|---|---|---|---|
| 23-04-2026 | 22.588 ( 0,13% ) | 852 923 $ | 30-06-2026 |
Actieve functies van Jason Edgar
| Bedrijven | Functie | Begin |
|---|---|---|
| BAR HARBOR BANKSHARES | Corporate Officer/Principal | 01-06-2019 |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | President | 01-06-2019 |
Eerdere bekende functies van Jason Edgar
| Bedrijven | Functie | Einde |
|---|---|---|
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Corporate Officer/Principal | 01-06-2019 |
Enterprise Bank & Trust Co. (Investment Management)
 Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Corporate Officer/Principal | 01-08-2014 |
Santander Investment Securities, Inc.
 Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01-08-2009 |
Opleiding van Jason Edgar
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
77
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Bar Harbor Bankshares
 Bar Harbor Bankshares Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Santander Investment Securities, Inc.
Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Finance |
Enterprise Bank & Trust Co. (Investment Management)
Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Finance |
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