Industry Expertise

Practice Focus

Biography

Jason has been providing integrated wealth management services to families and individuals since 1994. He provides personal financial planning and investment management services to clients in the entertainment and apparel industries. He coordinates all stages of financial planning, including investments, insurance, tax, estate, and retirement. Jason is a member of the firm’s Investment Committee and a frequent guest lecturer on investing and financial planning at UCLA. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary, and holds Series 7, 63, and 65 licenses.

Community Involvement

  • Member, The Guardians of the Los Angeles Jewish Home

Education

  • BA, psychology, University of California, Los Angeles
  • Graduate, College for Financial Planning
  • Graduate, Center for Fiduciary Studies, University of Pittsburgh