PROFESSIONAL PROFILE
Jason leads a Financial Advisory practice with two areas of focus: Wealth Management and Corporate Services. Wealth Management includes individualized financial solutions, estate, and special needs planning, investment advisory, and cash management services to a select group of affluent clients. Jason helps his clients select and manage portfolios that are inline with their risk tolerance and guide them toward their long term goals. Corporate Services includes Qualified and Non-Qualified deferred compensation plans, concentrated stock and option plans, business succession planning, and cash management and lending services. Jason's corporate clients are comprised of small to medium sized private companies, as well as several publicly traded firms.
Jason holds dual degrees from CSU, Sacramento, and an advanced certificate from The Wharton School of Business, University of Pennsylvania. He has received the title of Wealth Management Advisor and has achieved the designations of Certified Financial Manager and Chartered Retirement Planning Counselor (CRPC). Jason is a Portfolio Manager in the Personal Investment Advisory Program. Jason is also member of the Special Needs Network within Merrill Lynch, and is the producing Sales Manager for the Sacramento Complex.