![Jason Edgar](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jason Edgar
Corporate Officer/Principal presso
BAR HARBOR BANKSHARES
Patrimonio netto: 789 225 $ in data 31/05/2026
Profilo
Mr. Jason Edgar is a President at Bar Harbor Wealth Management and a President-Wealth at Bar Harbor Bankshares.
Mr. Edgar was previously employed as a Director of Wealth Management by Berkshire Bank (Private Banking), a Senior Portfolio Manager by Enterprise Bank & Trust Co. (Investment Management), and a Vice President by Santander Central Hispano Investment Securities, Inc. He received his undergraduate degree from the University of Connecticut.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
| 23/04/2026 | 22.588 ( 0,13% ) | 789 225 $ | 31/05/2026 |
Posizioni attive di Jason Edgar
| Società | Posizione | Inizio |
|---|---|---|
| BAR HARBOR BANKSHARES | Corporate Officer/Principal | 01/06/2019 |
Bar Harbor Wealth Management
 Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Presidente | 01/06/2019 |
Precedenti posizioni note di Jason Edgar
| Società | Posizione | Fine |
|---|---|---|
Berkshire Bank (Private Banking)
 Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Corporate Officer/Principal | 01/06/2019 |
Enterprise Bank & Trust Co. (Investment Management)
 Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Corporate Officer/Principal | 01/08/2014 |
Santander Investment Securities, Inc.
 Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/08/2009 |
Formazione di Jason Edgar
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
78
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Bar Harbor Bankshares
 Bar Harbor Bankshares Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Bar Harbor Wealth Management
Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not. | Finance |
Santander Investment Securities, Inc.
Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Berkshire Bank (Private Banking)
Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients. | Finance |
Enterprise Bank & Trust Co. (Investment Management)
Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts. | Finance |
