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 families and business owners. He coordinates all stages of financial planning, including investments, insurance, tax, estate, and retirement. Jason leads the Private Clients group in Southern California and is very involved in managing the Family Office and Business Management Group. He is a frequent guest lecturer on investing and financial planning at UCLA. Jason is a CERTIFIED FINANCIAL PLANNERTM practitioner 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