Jason joined One Capital Management in 2025. He began his financial services career in 2006 at a firm for active traders. He developed an interest in financial planning and became a CERTIFIED FINANCIAL PLANNER^™ and an investment advisor. Jason works directly with individual clients, and he also teaches college-level courses in finance. He is a part-time faculty member for the Personal Financial Planning CFP^® certificate program at University of California, Los Angeles, extension. He has also taught and designed courses at University of Redlands and University of Arkansas, Grantham. Jason has a degree in music from the Berklee School of Music and a Masters in Fine Arts in music from California Institute for the Arts.