Jason started his career in the financial services industry in 2004 while attending college to study business and accounting. Jason was drawn to the field because he wanted to make a lasting impact on people’s lives by helping guide them through their financial journey.
Prior to joining RBC Wealth Management as a financial advisor, Jason held several relevant roles in the industry, including bank teller, operations manager, preferred banker, assistant bank manager, private banker, internal bank auditor and client service associate in wealth management.
Jason earned a Bachelor of Science in Business Administration degree with a concentration in accounting from San Francisco State University, and he passed the Series 7 and 66 exams.
A Bay Area native, Jason currently lives in San Francisco with his wife, Caitlin, and their dog, Manny. Together they love to travel. Jason also likes to cook, bake, golf, hike and ride his bike to the beach.
