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Jason Wenk

Founder, FormulaFolios

Jason founded FormulaFolios in 2011 and led the company as CEO as it grew from a handful of employees and advisors to one of the fastest-growing private companies in the country for four consecutive years according to Inc Magazine.

Thanks to his leadership and vision, FormulaFolios now serves hundreds of financial advisors, manages over $3 billion in assets, and employs nearly 100 people in two states.

Though he handed over the reins to FormulaFolios last year, Jason remains active with the company as the Executive Director, Product Development and as a Strategy Consultant. His influence and the philosophy of Doing Good he instilled continues to drive us to put our clients first.