ADVISOR BIO

Jason C. Thai is a financial advisor with over 15 years of experience in the industry. Jason is a registered representative of Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Jason specializes in providing investment advice and financial planning services to individuals, families, and businesses. Jason works out of the San Francisco office and is licensed in California and Colorado.

SPECIALIZATIONS

ADVISOR BIO

Jason Charles Hayes is a financial advisor with over 20 years of experience in the industry. Jason has a broad range of experience and holds licenses in both California and Texas. Jason works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is a registered representative of the firm. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jason worked at DEUTSCHE BANC ALEX. BROWN INC. in New York. Jason holds a series of licenses including Series 7, 31, and 66. Jason is also qualified to provide investment advisory services. Jason works with a diverse clientele that includes high-net-worth individuals, corporations, and pension plans.

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 Huang is a financial advisor with J.P. Morgan Securities LLC. Jason is a Series 63, 6TO, and SIE licensed representative registered in California. Jason specializes in financial planning, pension consulting and portfolio management for businesses and individuals. Jason's firm manages over $249 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Jason D. Whitney is a financial advisor with over 6 years of experience in the financial services industry. Jason D. Whitney is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Jason D. Whitney has passed the Series 7TO, SIE, and Series 66 exams. Jason D. Whitney is registered with the following states: Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Vermont, Virginia, Washington, and Wisconsin. Jason D. Whitney is also registered with the Financial Industry Regulatory Authority (FINRA). Jason D. Whitney has worked with Tubular Labs Inc., Quantcast Corporation, Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Jason D. Whitney provides advisory services for a variety of clients, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, banking or thrift institutions, and state or municipal government entities. Jason D. Whitney specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Jason Gilman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the industry since 1992 and has experience in various roles, including working with The O.N. Equity Sales Company and NYLIFE Securities LLC. Jason holds Series 7, 9, 10, 24, 52TO, 53, 63, and 65 licenses. Jason is registered in 53 states and the District of Columbia as a broker-dealer and investment advisor. Jason specializes in helping clients with a range of investment needs.

SPECIALIZATIONS

ADVISOR BIO

Jason Gabriel Richards is a registered Investment Advisor Representative with Parallel Advisors, LLC, located in San Francisco, California. He has been a registered representative for over 10 years and has a background in financial services. Jason has a designation of Chartered Financial Analyst. His current registration is in Arizona. Jason has a specializations in Portfolio Management for individuals, businesses, and investment companies as well as Financial Planning. Jason also has a specialization in Pension Consulting. Jason's experience includes working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Jason Lammert is a financial advisor with Morgan Stanley. Jason is registered with the state of California and Texas and has been in the industry since 2016. Jason has a Series 66, Series 7 and SIE license. Jason has experience with various financial products and services including securities, investment advisory services and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Jason Baron Shemtob is an investment advisor representative at Aspiriant, LLC, a firm headquartered in Los Angeles, CA. Jason has been with Aspiriant since October 2015 and has been registered with the state of California since March 2018. Jason is a Certified Financial Planner and specializes in portfolio management for individuals, investment companies, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Jason Cohen is a financial advisor with Wells Fargo Clearing Services, LLC in San Francisco, CA. Jason holds a Series 7 and Series 66 license. Jason has been in the industry since 2012 and has been registered as a financial advisor in 36 states and 3 Investment Advisor States. Jason's firm, Wells Fargo Clearing Services, LLC, manages over $10 Billion in assets and serves individual investors, corporations, and other institutions.

SPECIALIZATIONS