Jason helps clients address the financial priorities in their lives, from managing and preserving their wealth, to leaving a legacy for their loved ones. He begins by evaluating each client’s financial situation, identifying and clarifying their goals, and then customizing a comprehensive financial plan for pursuing them.
Jason was a financial advisor and senior portfolio advisor at Merrill Lynch, where he worked for nearly 12 years. In May 2018, he and his team proudly joined Marquez Private Wealth Management.
Originally from Vancouver, Washington, Jason lives in Covina, California, with his wife, Emmy, and children, Tristan, Bella and Emma. He supports charitable organizations such as Heart of Angels and Ekal Vidyalaya USA.
Raymond James is not affiliated with the above organizations and/or charitable causes.