In his role as a Securities Trader, Jason works closely with the Managing Director of Trading to implement the firm’s investment strategies by purchasing and selling securities and rebalancing client portfolios.
Jason received his Bachelor of Arts degree in Business Economics from University of California, Irvine and his Master of Business Administration/Master of Science in Finance dual degree from the University of San Diego. He has also passed the CFA Level 1 exam.
He is a huge Padres fan, enjoys weight training, and loves spending time with his wife and French bulldog.
Why I Do What I Do:
I enjoy working for a firm that puts clients and their interests first, and find purpose in knowing that my work allows me to directly help clients achieve financial success.