Jason Clebowicz

Wealth Advisor

Torrance, California

Contact Jason

Jason partners with clients to advocate for their goals and simplify financial decisions. He works on Derek Holman’s team in the Torrance office, where he began his career as a summer intern in 2017. He is known for proactive communication, attention to detail, and consistent follow-through.
Jason’s commitment to advocacy was shaped early by his mother, a special needs attorney. That principle—never negotiating on a client’s needs—continues to guide his work with clients today. A South Bay native, Jason grew up in Manhattan Beach and currently resides in Palos Verdes.
Jason’s approach is client-first, collaborative, and steady. He focuses on translating complex financial matters into clear next steps and coordinating the appropriate resources to support each client’s needs. He believes consistent service builds confidence over time.
Jason is actively involved in the special needs community and proudly supports his brother, who has Asperger’s. Outside of work, he enjoys snowboarding, riding motorcycles, and following Major League Baseball and Formula 1. At home, he’s kept company by his cat, Stella.