Principal, PCA Client Manager
Jason joined IWP Wealth PCA after working in several capacities across the financial services industry. He started in 2012 as an Analyst at a private wealth firm and transitioned into becoming a Private Wealth Advisor in 2015. His roles have ranged from analyzing public and private investments, 401(k) management and administration, retirement planning, portfolio management, and building and implementing financial plans. Jason graduated with a BSBA in Finance with an emphasis in Investment Analysis from Colorado State University where he was a Daniels Scholar. He holds his series 65 license as well as the Certified Financial Planner™ designation.