Investment Operations Associate
Kenyon College, B.A. Economics
Jason grew up in Manhattan Beach, California. After winning Redondo Union High School’s first ever CIF championship for baseball in 2015, he accepted an offer to play at Kenyon College in Gambier, Ohio, where he received a Bachelor of Arts in Economics and a Minor in History. Prior to joining EP Wealth full time in August 2019, he interned for the company in 2017 and 2018, where he created and lead the company’s inaugural Externship Program. He is passionate about advocating for special needs children, making a difference with his work, and being a mentor to younger individuals. In his free time, he enjoys watching Formula 1 racing, barbecuing for his family, and coaching Little League Baseball. Jason hopes to become a Financial Advisor in the future.
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Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates | Market Update March 29, 2021