[ about ]
Jason List, Principal
I started out supporting IT for about 200 community banks through their exams. Examiners asked for proof, not policies. I've spent the years since running infrastructure and security at much larger organizations. List Advisors brings that same standard to small regulated firms.
[ how we work ]
- One principal signs every report.
- Rules set the ratings. AI helps draft, never decides.
- Your data never trains AI.