Jason has worked in financial services since 1994, specializing in wealth management. He leads the Private Clients group in Southern California. Jason works closely with families and business owners to provide personal financial planning and investment management services, including investments, insurance, tax, estate, and retirement.
Jason is a frequent guest lecturer on investing and financial planning at UCLA. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and holds a Series 65 license.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.