Torrance, California Office
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Jason first joined EP Wealth as a summer intern in 2017 and is now a Wealth Advisor on co-founder Derek Holman’s team in the Torrance, CA office.
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For Jason, the most important aspect of his job is being an advocate for his clients.
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He learned early on from his mom, a special needs attorney, that “you never negotiate on a client’s needs” and strives every day to provide a great client experience at EP Wealth.
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Outside of work, he is a lifelong member of the special needs community and stands behind his brother with Aspergers syndrome, who is now a college graduate. Jason is an avid snowboarder, motorcycle rider and MLB and Formula 1 fan. Originally from Manhattan Beach, CA, Jason grew up in the South Bay and now resides in Palos Verdes with his 2-year-old cat, Stella, named after his favorite beer.
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