Knowledge Powered by experience
Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.
Jason is very active in the community and serves on the board of the Boys and Girls Clubs of Kern County, and is a member of Bakersfield West Rotary. Jason enjoys spending his weekends playing golf, cooking for family and friends, and spending time with family. Jason lives in Bakersfield and has 4 young children.
Professional Experience
- UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
- Ira S. Cohen, Inc - Investment Advisor, Bakersfield, CA - December 2000 - May 2007
Education:
- B.A., Colorado State University, Fort Collins, CO
Registered States: AZ, CA, CO, ID, IL, KY, MA, MD, MO, NV, OH, OK, OR, TN, TX, WA, W
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Bakersfield, CA |
May 2007 - Present |
Ira S. Cohen Inc |
Investment Advisor |
Bakersfield, CA |
December 2000 - May 2007 |
Accomplishments
- Boys and Girls Club's of Kern County, Volunteer of the Year, 2006-2007
- Rotarian of the Year Bakersfield West Rotary, 2005-2006
Education
- B.A., Business Colorado State University, Fort Collins, CO
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- State of California, Life and Health Insurance Licensed (#0G10021)
Personal & Community
- President Bakersfield West Rotary, 2008-2009
- Board of Directors The Ronald McDonald House at Memorial Hospital
- Bakersfield West Rotary Foundation
- President The Boys and Girls Club's of Kern County, 2008-2010
Registered States:
AZ, CA, CO, ID, MT, NH, NV, OH, OK, OR, TN, TX, UT, VA, WA, WI, WY