Torrance, California Office
-
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.
-
For Jason, the most important aspect of his job is being an advocate for his clients.
-
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.
-
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.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...