FacultyFaculty/Author Profile
Jason Bortz

Jason Bortz

Capital Group
Senior Counsel, Senior Vice President
South Pasadena, CA, USA


Jason Bortz is a senior vice president and senior counsel at Capital Group, the investment manager to the American Funds.  He has been practicing law for 20 years.  Throughout his career, Jason has worked on tax and retirement plan issues.  Prior to joining Capital, Jason was a partner with Davis & Harman, LLP in Washington, D.C.  Before that, he was a law clerk for a federal court of appeals judge.  He holds a juris doctorate degree from Cornell Law School and a bachelor’s degree in philosophy from Hamilton College.  He is a contributing author to several books, including the 403(b) Answer Book, the Annuities Answer Book, The Complete Guide to Nonprofits and BNA’s Tax Management Portfolio on Cash or Deferred Arrangements.  He is a member of the California, New York and Washington, D.C. bars. Jason is based in Los Angeles.

Jason Bortz is associated with the following items:
Web Segment  Web Segment Investment Management: New Fiduciary World - Investment Management Institute 2018, Wednesday, May 02, 2018
ERISA: Platforms and Investment Products - ERISA 2018: The Evolving World, Wednesday, August 08, 2018
MP3 Audio  MP3 Audio Investment Management: New Fiduciary World - Investment Management: New Fiduciary World, Wednesday, May 02, 2018
ERISA: Platforms and Investment Products - ERISA: Platforms and Investment Products, Wednesday, August 08, 2018
Transcripts  Transcripts Investment Management: New Fiduciary World - Investment Management: New Fiduciary World, Wednesday, May 02, 2018
ERISA: Platforms and Investment Products - ERISA: Platforms and Investment Products, Wednesday, August 08, 2018
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Investment Management: New Fiduciary World - Investment Management: New Fiduciary World, Wednesday, May 02, 2018
ERISA: Platforms and Investment Products - ERISA: Platforms and Investment Products, Wednesday, August 08, 2018
On-Demand Web Programs  On-Demand Web Programs Investment Management Institute 2018, Monday, May 07, 2018, New York, NY
ERISA 2018: The Evolving World, Monday, August 13, 2018, New York, NY
CHB Chapters  CHB Chapters Investment Products and Technology in the Post-DOL Fiduciary Rule Environment (PowerPoint slides) - ERISA 2018: The Evolving World, Monday, August 06, 2018
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