About
Jason Fraser, CFA, serves as Managing Director, Associate Portfolio Manager for Risk Control, and Senior Research Analyst at Ceredex Value Advisors, LLC in Orlando, Florida. In his current role, Fraser is responsible for fundamental research and risk oversight, with a primary focus on the financials (especially insurance), real estate, and telecommunications sectors, supporting the firm’s domestic large-, mid-, and small-cap value equity portfolios.
He joined Ceredex Value Advisors in 2011 after nearly six years as a Senior Research Associate at Raymond James, where he honed his expertise in equity research and industry analysis. Throughout his career, Fraser has contributed significantly to identifying quality dividend-paying companies, applying rigorous financial analysis and valuation discipline within active value investment strategies.
Fraser holds a BSBA in Finance and Economics from the University of Florida and a Master of Science in Applied Economics from Johns Hopkins University. His deep sector knowledge in financials, telecom, and real estate, combined with industry experience and CFA credential, position him as a key member of a team that manages over $4.5 billion in client assets, recognized for risk management and collaborative portfolio construction.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ceredex Value Advisors, LLC | Research Analyst | Feb 2011 to Present | — |
| Raymond James | Sr. Research Associate | Jul 2005 to Feb 2011 | — |
Education
University of Florida
BSBA, Finance, Economics
2001 — 2005
Johns Hopkins University Advanced Academic Programs
Master of Science - MS, Applied Economics
Others at Ceredex Value Advisors LLC (4)
| Name | Role | Location |
|---|---|---|
C Charlie Carter | Small Cap Portfolio Manager | Orlando, FL , United States |
G George Enstad | Equity Research Analyst | Winter Park, FL , United States |
| Senior Equity Analyst - Healthcare | United States | |
J Jennifer Graff | Portfolio Manager | Orlando, FL , United States |