ADVISOR BIO

Jason Gregory Greer is a financial advisor at Dunham & Associates Investment Counsel, Inc. with experience in the financial services industry since October 5, 2011. Jason has a Series 7, Series 63, Series 65, and SIE license. Jason is also a Chartered Financial Analyst. Jason has worked for TD Ameritrade, Inc. and The Griswold Company, Incorporated. Jason is registered with the state of California as an investment advisor representative. The advisor is currently employed by Dunham & Associates Investment Counsel, Inc. and is registered with the state of California.

SPECIALIZATIONS

ADVISOR BIO

Jason Devon Brown is a financial advisor who has been in the industry since 1996. Jason is currently registered with Morgan Stanley and has been with the firm since 2009. Jason is also registered in Texas. Jason has experience in portfolio management for individuals, businesses, and investment companies. Jason holds Series 7, 31, and 63 licenses, as well as the SIE and Series 65.

SPECIALIZATIONS

ADVISOR BIO

Jason Sinkoff is a financial advisor registered with Morgan Stanley in San Diego, California. Jason Sinkoff has been working in the financial industry since February 2023 and is registered with FINRA and the states of California and Texas. Jason has a Series 66, Series 7TO, and SIE license and is registered as a broker-dealer with Morgan Stanley in San Diego, California.

SPECIALIZATIONS

ADVISOR BIO

Jason Paul Gorski is a financial advisor with Morgan Stanley. Jason has been in the financial services industry since March 2006 and has a strong background in securities and investment advisory services. Jason specializes in helping clients with financial planning, asset allocation advice, and investment management. Jason has a wide range of experience working with individuals, businesses, and institutions. Jason holds the Series 7, Series 66, and SIE licenses and has been registered with the Securities and Exchange Commission (SEC) since 2009. Jason is also registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in multiple states across the United States.

SPECIALIZATIONS

ADVISOR BIO

Jason Graff is an Investment Advisor Representative associated with Assetmark, Inc. and is registered with the state of California. Jason specializes in providing investment advisory services to individuals, investment companies, and pension plans. He has a Series 65 license and has been in the industry since 2021. Jason's current employment is with Assetmark, Inc., where he is a Sales Coordinator Team Leader. He has worked previously at various companies in Southern California. Jason's professional experience includes serving clients in areas such as portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Jason Lynn is a financial advisor with Valmark Advisers, Inc. based in Tustin, California. Jason has been in the industry since 2014 and has a Series 6, Series 63, Series 65, and SIE license. Jason works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other clients. Jason specializes in providing financial planning, portfolio management, and consulting services.

SPECIALIZATIONS

ADVISOR BIO

Jason Paul Corda is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Morgan Stanley and is licensed to provide investment advice in California and Texas. Jason has a strong background in financial planning, portfolio management, and investment advisory services. Jason has a proven track record of success in helping clients achieve their financial goals. Jason is committed to providing personalized service and working closely with clients to understand their needs and develop customized financial strategies.

SPECIALIZATIONS

ADVISOR BIO

Jason Lee is a financial advisor who has been in the industry since September 11, 2012. Jason is currently registered with Morgan Stanley. Jason is licensed to provide financial services in 49 states. Jason has earned the Series 3, 7 and 66 licenses. Jason holds a SIE designation.

SPECIALIZATIONS

ADVISOR BIO

Jason Lee is an investment advisor representative with over 16 years of experience in the financial services industry. Jason is currently registered with Morgan Stanley in both California and Texas. Previously, Jason was an investment advisor representative with Raymond James Financial Services, Inc. in California, and also held positions at WAMU Investments, Inc., Ron Fetsch & Associates, and Morgan Stanley Private Bank, National Association. Jason has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and institutions. Jason's dedication to understanding his clients' needs and goals allows him to develop customized financial solutions that meet their unique circumstances.

SPECIALIZATIONS

ADVISOR BIO

Jason Miller is a financial advisor at Assetmark, Inc.. Jason is currently registered with the state of California. Jason Miller has been in the industry since 2007 and has previously worked for Assetmark Brokerage, LLC., Capital Brokerage Corporation, Wedbush Securities Inc. and UBS Financial Services Inc.. Jason has passed the Uniform Combined State Law Examination, Series 66, Securities Industry Essentials Examination and the General Securities Representative Examination. Jason's specializations include fixed income, equities, mutual funds and variable products.

SPECIALIZATIONS