Jason Tkach has been Senior Portfolio Manager of Kendall Capital Management since March 2018, is a control person of the firm and directly owns under 5% of it. Jason Tkach holds a BBA with an Economics concentration from Loyola University Maryland.
Kendall Capital Management is a Rockville, MD firm with $744M under management, 352 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Jason Tkach is Vice President and Portfolio Manager of Kendall Capital, based in Rockville, Maryland. His responsibilities include managing and implementing the Kendall Capital Income & Growth and GARP equity portfolios, client portfolio implementation and rebalancing, equity portfolio research, and the design and management of the firm's trading process. He began his career as an associate at SEI near Philadelphia and moved to Washington, DC in 2012 to join Cambridge Associates as a Senior Research Associate.
- Kendall Capital ManagementCurrent– present · 11 yearsRockville, MD · Adviser representative · Firm CRD 134740
Professional designations
Listed by Kendall Capital Management
- Chartered Financial Analyst® (CFA)
Investment adviser representative registrations
Jason Tkach is registered as an investment adviser representative in Maryland, since January 2015.
- MarylandSince 29 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Michael Tkach
- CRD
- 6432614
- Firm
- Kendall Capital Management · CRD 134740
- Role
- Senior Portfolio Manager
- Office
- 2000 TOWER OAKS BOULEVARD, SUITE 240, Rockville, MD 20852
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kendallcapital.com
Where does Jason Tkach work?
Jason Tkach has been Senior Portfolio Manager of Kendall Capital Management since March 2018, and is a control person of the firm.
Is Jason Tkach a financial advisor?
Yes. Jason Tkach has a current investment-adviser registration in Maryland, through Kendall Capital Management since January 2015.
How many years of experience does Jason Tkach have?
Jason Tkach has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Jason Tkach passed?
Jason Tkach passed the Series 65 in January 2015.
Where is Jason Tkach based?
Jason Tkach’s registered office is in Rockville, MD.
Is Jason Tkach registered with FINRA?
No. Jason Tkach has no current broker registration.
Is Jason Tkach a CFA charterholder?
Kendall Capital Management lists Jason Tkach with the CFA credential (“Chartered Financial Analyst® (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Jason Tkach’s record?
Search CRD 6432614 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Tkach’s full registration record.
