• • 15+ years of experience as a financial advisor and portfolio manager
  • • Holds CFA and CFP professional designations
  • • Holds two higher education degrees in chemical engineering and business



Jason has over fifteen years of experience as a senior financial advisor for Investor Solutions, providing financial planning and investment management for high-net-worth clients and institutions. His previous experience encompasses security research, portfolio construction and risk management. Prior to his financial services career, Jason was employed in the semiconductor industry working in engineering, sales and finance. He is ranked as a Five-Star Advisor by the Paladin Registry. Jason is a former University of Miami Adjunct Professor, a past board member for the Financial Planning Association, and is a member of the CFA Institute.


Jason received his Bachelor of Science in Chemical Engineering from Purdue University, and earned his Master of Business Administration from Santa Clara University.

Quote from Jason

"I am not a robot, and most likely neither are you. I care."

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