Jason provides both individual investment and financial planning services, as well as company employee benefit solutions. Since the beginning of his career, he has developed and utilized a principled foundation of client first planning.
- Specializes in insurance, company benefits and health insurance
- FINRA Series 6 Investment Company and Variable Contracts Products Representative
- FINRA Series 7 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law
- FINRA Series 65 Uniform Investment Adviser Law Exam
- Life and Disability Insurance (License No. #0B41513)
Location
California
Education
Bachelor of Science in public and business administration
University of Southern California (Los Angeles, California)