Jason has over 20 years of experience as a wealth advisor. He specializes in private wealth management, focusing on high net-worth individuals and families. Jason provides comprehensive financial planning, including managing investments, to achieve DWC Wealth Advisor clients’ goals. His ability to simplify the many complex aspects of finances, investments, and overall wealth planning sets him apart.
Jason has a bachelor’s degree in finance from the University of Southern California, Los Angeles. He carries the designation of Chartered Financial Consultant (ChFC).