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Jason Toledano

Chief Financial Officer at Sterling Capital Management

Officer recordForm ADV filed 15 July 2026

Jason Toledano is Chief Financial Officer of Sterling Capital Management LLC, a Charlotte investment adviser.

Career

Jason Toledano has been Chief Financial Officer of Sterling Capital Management since July 2025. Jason Toledano is a control person of the firm and directly owns under 5% of it. Jason Toledano holds an M.B.A. (2005) — Ivey Business School from Western University.

Sterling Capital Management LLC is a Charlotte, NC firm with $69.2B under management, 3,508 clients and 64 advisers across 11 offices, as of its July 2026 filing.

Sterling Capital says Toledano joined in 2024 after finance and consulting roles across several industries.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Jason Toledano is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Jason Toledano
CRD
8143337
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Jason Toledano work?

Jason Toledano has been Chief Financial Officer of Sterling Capital Management LLC since July 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 July 2026

Leadership at Sterling Capital Management

Sources

  1. IAPD individual lookup, CRD 8143337. 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 Sterling Capital Management LLC, filed 15 July 2026. Title, control and ownership bands.
  3. Sterling Capital official team biography. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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