Jason Wenk

Jason built a $115 million RIA firm from scratch in 5 years, all before his 30th birthday. He relayed this momentum into FormulaFolios, growing from $100 million in managed assets to nearly $1.6 billion in just 5 years. This explosive growth has landed FormulaFolios in the Inc. 500 as the 15th fastest-growing private company in America and a naming to the Financial Times 300 Top RIAs.

Jason is the founder and Chief Investment Strategist for FormulaFolio Investments. Prior to FormulaFolios, he worked for Morgan Stanley and also founded Retirement Wealth Advisors (RWA) in 2002. While building portfolios for private clients at RWA, FormulaFolios were first developed.

While Jason’s extraordinary success has generated huge numbers, he finds that one of the most rewarding aspects of being an entrepreneur is the jobs and opportunities that have been created as a result. At the beginning of 2014, FormulaFolios had three employees; it now has 43 and could be near 60 by the end of 2017. Over 300 advisors use FormulaFolios and this number is growing rapidly.

To grow his business, Jason utilized the internet in more ways than most financial institutions. He maintained blogs at www.jasonwenk.com and www.advisorcontrol.com with one of the largest subscriber bases in the financial world and ran his practice entirely digital for a period of time.

Audio Interviews