Jason Farris

Jason E. Farris is a Partner and Financial Planner at Waller Financial Planning Group, Inc., an independent wealth-management and financial-planning firm based in Columbus, Ohio. He joined the firm in 2004 and was promoted to Partner in 2011. In addition to advising clients, he serves as the firm's Chief Compliance Officer, overseeing its regulatory and fiduciary standards, and sits on the firm's investment committee.

He earned a Bachelor of Science in Business Administration (Finance), graduating cum laude, from The Ohio State University's Fisher College of Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Chartered Advisor in Philanthropy® (CAP®) designation, the latter reflecting a focus on charitable and legacy planning for clients.

Farris's practice centers on comprehensive personal financial planning — bringing organization and clarity to clients' financial lives across retirement, tax, estate, and philanthropic planning, grounded in a fiduciary standard. He was named to Columbus Business First's "Forty Under 40" in 2016 and has been recognized as a Five Star Wealth Manager for multiple consecutive years. Originally from northeastern Ohio, he lives in the Clintonville area of Columbus with his wife, Abby, an educator in the Dublin City School District, and their two children.

• *No angel or venture-investing thesis was found in public sources.* His professional focus is fee-based personal financial planning and wealth management for individuals and families, not startup investing.
• Client work spans retirement planning, investment management, tax planning, estate planning, and charitable/philanthropic strategy (reflected in his CAP® credential).
• Advises within a fiduciary framework as the firm's Chief Compliance Officer, emphasizing planning fundamentals over product sales.
• If the person you are seeking is genuinely a seed-stage angel investor named Jason Farris, this Waller Financial Planning partner is likely a mismatch, and additional identifying details (city, firm, or a different email domain) would be needed to locate the correct individual.