Jason is passionate about using his skill and experience as a tax counselor to provide sophisticated wealth planning solutions to high-net-worth clients and their businesses. He has previously served as an Executive Director and Wealth Advisor at J.P. Morgan Chase, where he helped ultra-high-net-worth clients with issues ranging from estate and tax counseling to business succession and other personal planning strategies.

Prior to that, he worked as a Director and Senior Wealth Strategist at MUFG Union Bank, San Francisco; Vice President and Wealth Planning Strategist at U.S. Bancorp, Private Wealth Management; and as a Director at Montage Services, Inc., San Francisco. He also previously served as a partner at Seyfarth Shaw LLP, a global law firm, in San Francisco.