Jason Siedle
Operations Manager
Jason is an Operations Manager in the Beacon Pointe St. Louis, MO office. He brings over 15 years of experience across the institutional and private-client sides of the investment industry, with a strong background in trading, reconciliation, trade settlement, reporting, and performance analytics. Jason joined Beacon Pointe through the 2025 acquisition of Litman Gregory Wealth Management. Before joining Litman Gregory, Jason worked for Wedgewood Partners in St. Louis, MO, a multi-billion-dollar institutional and private investment advisor, where he supported trading operations across multiple platforms and contributed to firmwide reporting and marketing initiatives. Jason holds a bachelor’s degree in accounting from Southern Illinois University Edwardsville. Outside of the office, he enjoys spending time with family, watching football and basketball, and exploring personal finance topics.
