Jason graduated from the Richard T. Framer School of Business at Miami University in 1994, earning his B.S. degree in finance and minor in political science. Jason began his career in 1996 at Salomon Smith Barney in Beverly Hills. He gathered other valuable advisory experience at Prudential Securities and Wachovia Securities. Throughout his tenure in the industry, Jason has played an instrumental role in building consulting groups catering to high net worth investors. Jason, his wife Seem, and sons Zane and Wyatt reside in Pacific Palisades. He enjoys spending time with his family and friends, golf, and hiking.

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