Jason Edgar

Corporate Officer/Principal at BAR HARBOR BANKSHARES

Net worth: 852 923 $ as of 30/06/2026

Finance

Consumer Services

Profile

Mr. Jason Edgar is a President at Bar Harbor Wealth Management and a President-Wealth at Bar Harbor Bankshares.
Mr. Edgar was previously employed as a Director of Wealth Management by Berkshire Bank (Private Banking), a Senior Portfolio Manager by Enterprise Bank & Trust Co. (Investment Management), and a Vice President by Santander Central Hispano Investment Securities, Inc. He received his undergraduate degree from the University of Connecticut.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
BAR HARBOR BANKSHARES, INC. 0.13%	23/04/2026	22,588 ( 0.13% )	852 923 $	30/06/2026

Jason Edgar active positions

Companies	Position	Start
BAR HARBOR BANKSHARES	Corporate Officer/Principal	01/06/2019
Bar Harbor Wealth Management Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not.	President	01/06/2019

All active positions of Jason Edgar

Former positions of Jason Edgar

Companies	Position	End
Berkshire Bank (Private Banking) Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients.	Corporate Officer/Principal	01/06/2019
Enterprise Bank & Trust Co. (Investment Management) Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts.	Corporate Officer/Principal	01/08/2014
Santander Investment Securities, Inc. Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/08/2009

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Linked companies

Private companies	6
Bar Harbor Bankshares Bar Harbor Bankshares Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services	Finance
Bar Harbor Wealth Management Bar Harbor Wealth Management Investment ManagersFinance Bar Harbor designs an investment portfolio that is tailor-made to fit their client’s lifestyle, income, and expectations, using a combination of different assets. The majority of the firm’s clients are well served by holding a diversified combination of stocks, bonds, exchange-traded funds, and mutual funds to complement their personal holdings of real estate, bank deposits, and other assets. When evaluating investments, Bar Harbor uses a combination of quantitative, fundamental, and technical tools to determine whether an asset is fairly valued or not.	Finance
Santander Investment Securities, Inc. Santander Investment Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Berkshire Bank (Private Banking) Berkshire Bank (Private Banking) Investment ManagersFinance Beacon Bank-PB delivers proprietary investment management strategies designed to meet the objectives and risk tolerances of their clients.	Finance
Enterprise Bank & Trust Co. (Investment Management) Enterprise Bank & Trust Co. (Investment Management) Investment ManagersFinance EB&T-IM builds and manages an investment portfolio or portfolios to attain their client’s specific needs and objectives. The firm utilizes an open-architecture approach to manage selection, considering all managers available in the marketplace. Depending on the client’s specific circumstance, their investment portfolio may include individual stocks and bonds, mutual funds, exchange traded funds and diversified separately managed accounts.	Finance