Jason Wenk is a fintech executive, writer, self-proclaimed math geek, and investment systems developer.

He began his career at Morgan Stanley in NYC at age 20 as one of their youngest professional employees, working on investment research and asset management systems development.

Jason entered the industry with a technology background, and one of his first experiences was to watch the stock market implode following 9/11.

“I saw firsthand what that did to people. It ruined retirements. It was devastating to a lot of people.”

During his time in New York, he also witnessed how underserved the everyday investor was. This motivated him to set off on his own and build FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. This allowed him to provide the average investor with the same world-class strategies as multi-billion dollar fund managers.

FormulaFolios’ Southern California office.

FormulaFolios’ Southern California office.

These portfolios were offered by his own RIA, Retirement Wealth Advisors. FormulaFolios would later develop into a standalone asset manager and go on to rank as a fastest-growing private company by Inc. magazine 4 years in a row, reaching as high as #10 in 2017.

As founder and CEO, Jason was awarded GRBJ Newsmaker of the Year in 2016 and 2017 (finance category) and was named an EY Entrepreneur of the Year in 2018.


What Jason values most about the success of his companies are the opportunities it creates and the avenue it provides to do more good in the world,

“As the founder of the company, it’s way too easy to just think of the company as a vessel for profits. It’s harder to think of all the good things you can do, which are far more important. Our clients realize that it’s not just a job to us. This is something we’re really passionate about: truly making a difference in not only every client’s life but also the lives of the people who work here and the community we’re in. That’s what it means to be doing good.”


Jason is also a prolific speaker and mentor to financial advisors across the country. Most recently, he founded Altruist to build a fully-digital brokerage platform with commission-free trading. Altruist is on a mission to make investing fair for everyone, allowing real people to earn more while paying less.