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Jason Brahim, CFP®
Vice President
Location: Pittsburgh
412-288-9150
cfp
Check the background of this investment professional on FINRA's BrokerCheck.

Biography

Jason Brahim has worked in the financial services industry since 2005 and joined BPU in 2012. In his role as Vice President he provides individual and institutional clients with full-service-long term financial solutions. He is supported by BPU’s team of in-house attorneys, CERTIFIED FINANCIAL PLANNER™ Professionals, Chartered Financial Analysts, and Accredited Investment Fiduciary Analysts®. In addition Jason often collaborates with Strategic Advisors LLC, the investment banking affiliate of the firm. Jason is also a member of the firm’s Financial Planning and Investment Committees.

  • Jason Brahim/Supplemental Brochure – ADVPart2B
  • Financial Planning Committee/Supplemental Brochure – ADVpart2B

Background

  • Financial Advisor, Chase Financial Services
  • Portfolio Administrator, BNY Mellon
  • Member of Mutual Funds Operations Team, Federated Investors

Education

  • Bachelor of Arts, Economics and Bachelor of Arts, Political Science, Washington and Jefferson College, 2005.

Professional

Professional Designations

  • CERTIFIED FINANCIAL PLANNNING™ professional

Licenses

  • FINRA Series 7, 66 and 79

Professional Affiliations

  • Member, Financial Planning Association
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