Jason-Flores

Springfield Office Information

3333 S. National, Third Floor
Springfield, MO 65807

Phone: (417) 883-3838

Hours: 8:00 a.m. to 5:00 p.m.

Jason Flores, CFA, CAIA

Senior Vice President & Senior Portfolio Manager

Direct Phone

(417) 569-1607

Email Address

jason.flores@centraltrust.net

Jason brings a wide variety of client experience and investment analysis to the team. In previous roles he has served individuals and corporations with investment management, asset allocation and financial planning. In his most recent role prior to joining the Central Trust team, Jason was the Chief Investment Officer of a Registered Investment Advisor with responsibility for $4.3 billion in client assets. In this role he conducted hundreds of due diligence interviews with money managers from investment firms across the country and internationally. He shaped the investment philosophy and the due diligence process.

His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios. He also serves as a member of the Asset Allocation group that makes company-wide strategy, tactical allocation and policy decisions.

Education & Certifications

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Master of Business Administration, Webster University
  • Bachelor of Science in Communications, University of Arkansas

Interests & Activities

Jason has been involved in many organizations within his community, and is currently a member of the Chartered Financial Analyst Society and Chartered Alternative Investment Analyst Association. When he is not spending time with his wife and three kids, Jason is an avid reader with particular interest in Economics, Investment Theory, and Financial History.

Our Springfield Team

Andrea McKinney

Andrea McKinney, MBA, CFP®

Vice President & Wealth Management Advisor
Andrew_Tasset

Andrew Tasset

Vice President - Marketing Manager
Debbie Abraham

Debbie Abraham

Trust Officer
Diane Homan

Diane Homan, CTFA, CISP

Executive Vice President & Springfield Market Executive
Jamie-Hickerson

Jamie Hickerson

Trust Administrator
Jason-Smith

Jason Smith, J.D.

Senior Vice President & Senior Relationship Manager
Jeni-Wirth

Jeni Wirth, AWMA®

Trust Administrator
Jim Lumpe

Jim Lumpe

Vice President & Senior Portfolio Manager
Jordan-Ellis

Jordan Ellis, CPFA™

Retirement Services Relationship Manager
Justin Setser

Justin Setser, CTFA, CFP®, MBA

Vice President & Portfolio Manager
Kaylan-Harmon

Kaylan Harmon

Trust Administrator
Ken Homan

Ken Homan, CIMA®

Senior Vice President & Senior Portfolio Manager
Kristin-Carter

Kristin Carter, CPA

Vice President & Tax Officer
Jason-Flores

Jason Flores, CFA, CAIA

Senior Vice President & Senior Portfolio Manager
Maria Stockton

Maria Stockton, CTFA, CISP

Vice President & Relationship Manager
Martha Atkisson

Martha Atkisson, CTFA

Vice President & Relationship Manager
Matthew Suarez

Matthew Suarez, AIF®, CPFA™

Vice President & Portfolio Manager
Patty Johns

Patty Johns, CTFA

Vice President & Senior Relationship Manager
Peter Harris

Peter Harris, CFP®

Vice President & Portfolio Manager
Renee Gross

Renee Gross, CSRIC®

Vice President & Senior Portfolio Manager
Todd Hughes

Todd Hughes, J.D.

Vice President & Retirement Services Officer
Wayne Davis

Wayne Davis

Vice President & Relationship Manager