Industry Expertise

Practice Focus


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.

Professional Affiliations

  • Member, The Guardians of the Los Angeles Jewish Home


  • BA, psychology, University of California, Los Angeles
  • Graduate, College for Financial Planning

Insights from Jason Romano