Jason has over 14 years experience in the financial services industry. He specializes in creating and implementing comprehensive financial plans for high net worth individuals and families. He believes that having an investment management process is the key to having long term peace of mind.
Jason started his career as a financial advisor with Morgan Stanley. He joins LANES wealth management from Fidelity Investments where he was a Vice President, Financial Consultant with the Private Client Group in Orange County, California. He is an alumnus of University California San Diego. Jason holds the Certified Financial Planner® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Jason and his wife live in Irvine, California with their three children.