Jason has been involved in the financial services industry as an advisor and financial educator for more than ten years. Prior to joining Pure Financial Advisors, Jason taught in the Financial Planning program at the University of Redlands and helped design a similar program at Grantham University. He is especially happy to see former students successfully enter or advance in the financial services industry. He was also a contract Financial Counselor for two years in the Survivor Outreach Services division within Army Reserve Family Programs; a role which allowed him to provide financial information to the surviving families of fallen service members, an extremely rewarding experience.
Jason is happy to have the opportunity to use his interest in teaching to offer seminars for Pure Financial in the Los Angeles area and throughout Southern California in addition to his other duties at the firm. Jason has held the FINRA Series 7 and 66 licenses and maintains the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Investment Fiduciary® certification.
During his free time, Jason enjoys visiting improv and standup comedy venues. He is also a fan of mystery novels, especially crime fiction based in Los Angeles. Having attended college and graduate school in Music, he remains an active Saxophonist and enjoys working with other musicians.
Jason's Latests Contribution
All the investments you hold together make up your portfolio. This can include a variety of asset classes. Two individuals with different investment objectives are likely to have large differences in their portfolio – this isn’t all that surprising. Unexpectedly, people with similar investment objectives often have substantially different portfolios due to differences in style […]
If you’d like to understand what risk management entails, a good starting point is to define risk itself. Put simply, risk is the possibility of loss. We experience risk in a variety of forms in our everyday lives. We risk losing additional time if we take an alternate route to work. We risk missing out […]
We all understand there is risk in the world. Those of us who are investors are also aware that risk exists in our portfolio as well. Put simply, risk is the possibility of loss. When we think of loss as an investor, we often think of the principal value of what we own decreasing in […]