Career
Jason Szczepkowski has been Vice President, Assistant Head of Client Servicing, North America of Montrusco Bolton Investments since June 2017. Jason Szczepkowski is a control person of the firm and directly owns under 5% of it. Jason Szczepkowski holds a Bachelor of Commerce from McGill University (major in Marketing, minor in Psychology).
Montrusco Bolton Investments Inc. is a Montreal, Quebec, Canada firm with $12.9B under management, 343 clients and 16 advisers across 6 offices, as of its March 2026 filing.
Jason Szczepkowski: Jason Szczepkowski is Vice President, Assistant Head of Client Servicing at Montrusco Bolton Investments Inc.
- – present · 1 yearMontreal, · Adviser representative · Firm CRD 154475
Credentials and registrations
Professional designations
Listed by Montrusco Bolton Investments
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Investment Manager (CIM), Canadian Securities Institute
- CFA Institute Sustainable Investing Certificate
- Passed Series 65 examination
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Texas | Approved | 23 December 2024 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jason Szczepkowski
- CRD
- 7892379
- Firm bio
- montruscobolton.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jason Szczepkowski work?
Jason Szczepkowski has been Vice President, Assistant Head of Client Servicing, North America of Montrusco Bolton Investments Inc. since June 2017, and is a control person of the firm.
Is Jason Szczepkowski a financial advisor?
Yes. Jason Szczepkowski has a current investment-adviser registration in Texas, through Montrusco Bolton Investments since December 2024.
How many years of experience does Jason Szczepkowski have?
Jason Szczepkowski has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Jason Szczepkowski passed?
Jason Szczepkowski passed the Series 65 in December 2024.
Is Jason Szczepkowski a CFA charterholder?
Montrusco Bolton Investments lists Jason Szczepkowski with the CFA credential (“CFA Institute Sustainable Investing Certificate”) on its website. CFA Institute confirms certification status.
Leadership at Montrusco Bolton Investments
- Sylvain BoulePresident & Chief Executive Officer
- Jean-claude AyotteSenior Vice President, Corporate Affairs
- Olivier BarresVice President, Fixed Income and Client Servicing
- Benoit BourdagesVice President, Operations and Data Analytics
- Marc DroletVice President, Head of Client Servicing
- Claude-André DuquetteSenior Vice President, Head of Business Development and Marketing
- Dina FakhrySenior Vice President and Chief Operating Officer/Corporate Secretary
- Karine GareauVice President, People & Culture
- Richard GuaySenior Vice President, Institutional Markets
- Fabrice LegerVice President, Finance and Chief Financial Officer
- Stephane RoyVice President, Chief Technology Officer
- Thimothy RussellVice President, Client Servicing
- Julie St-germainVice President, Client Servicing
- Ginette TherienSenior Vice President, Governance and Chief Compliance Officer
- Simon TremblayVice President, Institutional Markets
- John-henri GoldsmithHead of Canadian Equities
- Robert HiscockPortfolio Manager
- Marc LecavalierSenior Portfolio Manager, Small and Mid-Cap Equities
- Jean-david MelocheHead of Global Equities
- Munir ShahinShareholder
- Simon SimonianPortfolio Manager
- Piotr Marek StusioShareholder