Jason received his Bachelor of Arts (BA) degree in Law & Society emphasis in Economics from the University of California at Santa Barbara. He has also completed the Harvard Business Management Series in 2005 and continues his professional education in estate planning, investment strategies, and asset protection.
He has been appointed as a member of the prestigious President's Council 2002, 2003, 2015, 2017 and Executive Council on numerous occasions in 1999 and 2001 and 2004-2019^. He served as a board member for AAB in 2012 and 2014, an advisory board which represents over 170 members in the Los Angeles and Pasadena General Offices. He earned his designations of LUTCF (Life Underwriter Training Council), CLTC (Certified Long Term Care) from The Corporation of Long Term Care Certification, Inc. and is a Lifetime qualifying member of MDRT* (Million Dollar Round Table), a globally recognized association.
Jason works with owners of privately held businesses, corporate executives, and high net worth families or individuals. His ultimate goal is to crystallize clients’ financial objectives and to be a catalyst in implementing customized plans. Overall, his passion is to help clients obtain a sense of personal and financial well-being, regardless of how simple or complex their needs may be.
Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advise.
**Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.
*The Million Dollar Round table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^New York Life high production achievement recognition.