Prides himself on being a trusted problem solver for his clients, helping them navigate complex financial decisions with clarity and confidence.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: Focused on comprehensive financial planning and wealth management for corporate executives, high-net-worth individuals and families, and business owners. Jason is motivated by seeing thoughtful planning come to fruition, resulting in resolved challenges and meaningful client outcomes.
Previous Work Highlights: Served as a Senior Financial Strategist at Fountainhead Advisors before its partnership with Lido in 2025. Prior to joining Fountainhead, he spent over 10 years in wealth management at Merrill Lynch and Morgan Stanley after beginning his career in banking in 2007.
Personal Facts: Outside of work, he enjoys spending time on the golf course and traveling with his family.
