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Jason Hanavan, portrait

Jason Hanavan

Chief Executive Officer, Vestgen Wealth Partners Holdings, LLC at VestGen Advisors

Firm officerUpdated

Jason Hanavan has been Chief Executive Officer, Vestgen Wealth Partners Holdings, LLC of Vestgen Advisors, LLC, a Chicago, IL investment adviser managing $6.67B, since May 2026.

2026
In role since
$6.67B
Firm AUM
22,790
Firm clients
58
Firm advisers

From Form ADV filed 11 September 2026Form ADV

Career

Jason Hanavan is a control person of VestGen Advisors and directly owns under 5% of it.

VestGen Advisors is an investment adviser based in Chicago, IL, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $6.67 billion, as filed on 11 September 2026. Its fees, ownership and offices are on the firm’s profile.

Jason Hanavan is Chief Executive Officer of VestGen Wealth Partners. He is responsible for the firm's strategic direction and execution, expanding its platform through M&A, technology integration and talent development. Most recently he was President and CFO at VestGen. Earlier roles include global CFO of an Elliott Management portfolio company and VP Corporate Controller at a NASDAQ-listed firm. He began his career as a CPA at Deloitte.

Key facts

CRD
8090130
Firm
VestGen Advisors · CRD 318657
Role
Chief Executive Officer, Vestgen Wealth Partners Holdings, LLC
In role since
May 2026 · under a year
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Chicago, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
vestgen.com

Common questions

Where does Jason Hanavan work?

Jason Hanavan has been Chief Executive Officer, Vestgen Wealth Partners Holdings, LLC of Vestgen Advisors, LLC since May 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 September 2026

How can I verify Jason Hanavan’s record?

Jason Hanavan’s role is listed on Vestgen Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 318657.

Source: Form ADV, Schedule A, filed 11 September 2026

Leadership at VestGen Advisors

Sources

  1. IAPD individual lookup, CRD 8090130, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Vestgen Advisors, LLC, filed 11 September 2026. Title, control and ownership bands.
  3. VestGen Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.