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Jason W. Self, CFA, CFP®

Local, Independent, Fee-Only

Resonance Financial, LLC

Austin

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Other Portfolio Management

Funds

Funds Used With Clients

Fund Assets in Fund
Dodge & Cox Stock Fund <$1M
Fidelity Advisor Intermediate Municipal Income Fund <$1M
Fidelity Capital & Income Fund <$1M
Fidelity Advisor Emerging Markets Income Fund <$1M
Dodge & Cox Income Fund <$1M
iShares Russell 1000 Value ETF <$1M
SPDR S&P 500 ETF Trust <$1M
DFA International Small Cap Value Portfolio <$1M
Vanguard Utilities Index Fund <$1M
iShares Russell 2000 ETF <$1M
iShares Russell 1000 Growth ETF <$1M
Vanguard High-Yield Tax-Exempt Fund <$1M
First Eagle Global Fund <$1M
Dodge & Cox International Stock Fund <$1M
Vanguard Windsor II Fund <$1M
iShares Russell Mid-Cap ETF <$1M
Vanguard High-Yield Corporate Fund <$1M
iShares 1-3 Year Treasury Bond ETF <$1M
TIAA-CREF Large-Cap Growth Index Fund <$1M
TIAA-CREF S&P 500 Index Fund <$1M
TIAA-CREF Small-Cap Blend Index Fund <$1M
Harbor International Fund <$1M
Parnassus Core Equity Fund <$1M
iShares MSCI Emerging Markets ETF <$1M
Vanguard Growth Index Fund <$1M
Vanguard Materials Index Fund <$1M
BlackRock High Yield Bond Portfolio <$1M
American Century International Core Equity Fund <$1M
Vanguard REIT Index Fund <$1M
SPDR Dow Jones Global Real Estate ETF <$1M
PIMCO Real Return Fund <$1M
Fidelity Overseas Fund <$1M
TIAA-CREF Bond Index Fund <$1M
TIAA-CREF Equity Index Fund <$1M
TIAA-CREF Bond Fund <$1M
TIAA-CREF High-Yield Fund <$1M
TIAA-CREF Large-Cap Growth Fund <$1M
Vanguard 500 Index Fund <$1M
TIAA-CREF Large-Cap Value Fund <$1M
TIAA-CREF International Equity Fund <$1M
Schwab US Large-Cap Growth ETF <$1M
Schwab US Small-Cap ETF <$1M
Vanguard Short-Term Bond Index Fund <$1M
TIAA-CREF Emerging Markets Equity Fund <$1M
USAA Tax Exempt Intermediate-Term Fund <$1M
USAA Tax Exempt Short-Term Fund <$1M
TIAA-CREF Social Choice Bond Fund <$1M
TIAA-CREF Mid-Cap Growth Fund <$1M
TIAA-CREF International Equity Index Fund <$1M
TIAA-CREF Growth & Income Fund <$1M
TIAA-CREF Mid-Cap Value Fund <$1M
TIAA-CREF Small-Cap Equity Fund <$1M
TIAA-CREF Short-Term Bond Fund <$1M
Schwab US Mid-Cap ETF <$1M
DoubleLine Total Return Bond Fund <$1M
DoubleLine Emerging Markets Fixed Income Fund <$1M
American Funds EuroPacific Growth Fund <$1M
Baron Emerging Markets Fund <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Resonance Financial LLC 3 years, 6 months Apr 2014 - Present
    Tiaa-Cref Trust Company 7 years Apr 2007 - Apr 2014
    Wells Fargo 6 years, 1 month Mar 2001 - Apr 2007

    Designations & Memberships

    • Financial Planning Association
      Membership
      Financial Planning Association
      The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
    • National Association of Personal Financial Advisors
      Membership
      National Association of Personal Financial Advisors
      NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
    • Certified Financial Planner
      Designation
      Certified Financial Planner
      A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
    • Chartered Financial Analyst
      Designation
      Chartered Financial Analyst
      Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

    Articles and Answers

    Insights by Jason Self

    Master Limited Partnerships (MLP)
    Published 2015-07-14 10:22:17
      *Articles are published by advisors without compensation.

      Answers

      Ask a financial questionAsk a question
      On technical analisis can we expect a 10 percent correction soon?
      Since World War II, the S&amp;P 500 has averaged a 10% correction every 344 days. We’re now over 1,000 days since the last 10% correction going back to October 2011. There are only 4 other times during this almost 70 year period when the market exceed 1,000 days between 10% corrections. Two of the...  (more)
      Answered Sep 2014
      I have a 403b plan with TIAA-CREF, should I move it to an IRA when I retire in four years or leave it where it is?
      I was a senior portfolio manager at TIAA-CREF for 7 years. Your investment options likely include two that would be difficult to find replacements for it you rolled over your funds at another firm. This is TIAA Traditional and Real Estate. There are various reasons why rolling over your 403b to a...  (more)
      Answered Sep 2014
      How much time is reasonable to develop an initial financial plan from a fee based planner?
      These are good answers from the other advisors. The fact that you have trusts can add substantially to the time depending on the number of trusts, types of trusts, and your relation to the trusts. Trusts documents can vary substantially from each other and it's important to read the trust document...  (more)
      Answered Sep 2014
      Do I need to have money invested in other countries to properly diversify my portfolio?
      While I believe that you should have a home country bias to the U.S. since your liabilities are in the U.S., there are advantages to investing in other countries. As Randy mentioned, the correlation with U.S. assets is one possible advantage as it can lower the overall volatility of your portfolio....  (more)
      Answered Jul 2015
      How can an financial advisor help me with college planning or a 529 plan?
      They can help first of all by selecting the right 529 plan for your specific need. You can choose plans from another state, but there may be a tax advantage to staying within your state. They can help you determine the best funding strategy for your situation. This can including the amount, timin...  (more)
      Answered Jun 2015
      How does a Certified Financial Planner (CFP) compare with a Chartered Financial Analyst (CFA)?
      Why not find someone who has both credentials instead of one or the other? As others have stated, the CFP is probably the best fit based on your described needs. The CFP program covers insurance, income taxes, retirement planning, estate planning, and investments. To cover so many areas, it must ...  (more)
      Answered Jun 2015
      Do I have to leave my company 401(k)?
      You can leave it there or roll it over into an IRA. Some companies have plans with reasonable fees and investment choices, but some do not. Rolling it into an IRA will give you the most investment options. You need to make sure that you roll it over carefully as not doing it correctly could resul...  (more)
      Answered Jun 2015
      How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
      I think Morningstar does a good job overall of assigning ratings. From my experience, most 5 stars funds are ones that are actively managed and have done a good job beating their peers over time. Of course, that doesn't mean they will continue to beat them.I am personally an advocate of a hybrid ...  (more)
      Answered Jun 2015
      Does my financial advisor need to be local to my area to be successful with me?
      Not necessarily. I've had clients in many different cities and states. I worked with some for years without ever meeting them in person, but I don't think this is ideal. I've found there is nothing like meeting with someone in person at least once a year. People are more likely to be open and ho...  (more)
      Answered Jun 2015
      Forex - Investing in the Euro after the Greek elections?
      Several things can affect currency movements. I wouldn't personally want to be long the Euro versus USD as they have weaker economic growth, lower interest rates, and more political risk....  (more)
      Answered Jun 2015
      What happens to deceased dads retirement money after mom now past away recently. Am joint on her bank where money is at?
      Not enough information really. What kind of account was it? How is it currently titled? In general, it would be determined by the beneficiary designations on the account. Contact the bank in question to see if they will tell you the information. Ask the executor, if there is one, for that infor...  (more)
      Answered Jul 2015
      Is the 403b plan going extinct?
      My guess would be that his custodian doesn't service 403b accounts, so he is trying to talk you into something with which he can work. ...  (more)
      Answered Jul 2015
      What does it mean when a mutual fund has "active management"?
      Carolyn gave a good answer. There are a lot of people that have been convinced that passive/index investing is superior to active management. I believe that's based on the large number of active funds that do not beat their benchmarks net of fees. Let's be honest though that there are a lot of ba...  (more)
      Answered Jul 2015
      Does making money in today's volatile market require risk taking investment? ent and alert buying and selling?
      "If my investment advisor is diligent, can he not take risks while being alert in frequent buying and selling at the best price?"That's what a trader attempts to do. It's different than what an investment manager should do for most clients, including ones that meet your description. There are som...  (more)
      Answered Jul 2015
        *Answers are submitted by advisors without compensation.

        Licenses & Conducts

        SEC
        U.S. Securities and Exchange Commission
        • license status
          Registered
        • disclosures
          None
        • as of date
          Apr 16, 2014
        FINRA
        FINRA
        • license status
          Not registered
        • disclosures
          None
        • as of date
          N/A
        Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

        Assets

        Advisor

        Last updated on Sept. 1, 2016
          • $34.2M
            Total Assets Under Management
          • $0
            Total Assets Under Advisement
          • 36
            number of clients
          • $949.2K
            Estimated Average Account Balance Per Client

        Resonance Financial, LLC

        Last updated on Aug. 31, 2016
          • $34.2M
            Total Assets Under Management
          • N/A
            Total Assets Under Advisement
          • 36
            Accounts
          • $949.2K
            Estimated Average Account Balance

        Fees

        Fee Only Advisor
        $
        This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements