Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Family Finances
  • Charitable Giving
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Small Business
  • Consulting on potential benefits and risks of IRA rollovers
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • Series 7 | General Securities Representative
  • Series 63 | Uniform Securities Agent State Law Insurance
  • Series 65 | Uniform Investment Adviser Law Examination
  • Insurance License | Life, Accident & Health

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2023

Previous experience

  • Wells Fargo Advisors, Encino, CA, 1999 - 2019
  • Merrill Lynch, Beverly Hills, CA, 1997 - 1999

Community participation

Ameriprise National day of Service

Interests

Jason continually gives back to his community and has served on various boards including serving as the President of the Los Angeles Boys and Girls Club. He currently Chairs the Park Players Association, an organization that raises money for Newbury Park High School football. Jason is the proud father of his daughter Isabella, a college student at DePaul University. Jason enjoys golf, hiking, and plays in a softball league regularly. Jason resides in Westlake Village with his dog Steve.