Jason Morris, Cfa
About Jason Morris, Cfa
Jason Morris, CFA, is the Managing Director at Jefferies, specializing in GP-led secondary advisory within the private capital sector. He has extensive experience in middle-market transactions, private equity, and M&A, with a strong background in financial reporting.
Title
Jason Morris, CFA, holds the title of Managing Director.
Company
Jason Morris is currently serving as a Managing Director at Jefferies, based in Dallas, Texas, since 2021.
Previous Roles at Greenhill & Co.
Prior to his current position, Jason Morris worked at Greenhill & Co. as Principal for seven years, from 2014 to 2021, in Dallas, Texas.
Experience at EY
Before joining Greenhill & Co., Jason Morris was a Valuation Manager at EY from 2009 to 2014, accumulating five years of experience in financial services in Dallas, Texas.
Early Career at BVA Group
Jason Morris began his career as a Valuation Analyst at BVA Group in Frisco, Texas, where he worked for seven months in 2009.
Education and Qualifications
Jason Morris holds a BBA in Finance and a BS in Economics from Southern Methodist University, where he studied from 2005 to 2009.
Specializations
Jason Morris specializes in GP-led secondary advisory within the private capital sector, focusing on middle-market transactions, particularly in private equity and mergers & acquisitions.
Expertise in Financial Reporting
Jason Morris has expertise in financial reporting, which enhances the strategic advisory services he provides to clients.