Jason is a financial consultant with Squar Milner Financial Services providing both individual investment and financial planning and company employee benefit solutions.
Jason started working in the financial services in July 1994 for New England Financial based in San Juan Capistrano. Here is where he developed his principled foundation of client first planning that he still follows today. In June of 2000, Jason joined Squar Milner Financial Services.
- Series 7 General Securities Representative
- Series 6 Investment Company and Variable Contracts Products Representative
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Adviser Law Exam
- Life and Disability Insurance License #0B41513
- Bachelor of Science, Public and Business Administration, University of Southern California