Jason works with the entire team to provide comprehensive investment planning advice. Our team’s mission is to help clients live their best financial life. This means hitting financial targets while at the same time working to minimize uncertainty.
Since 2005, Jason has helped clients address their financial concerns using both innovative and traditional strategies. Naturally, every individual has a unique set of needs. Jason has dedicated his career to addressing these needs with tailor made solutions.
Jason sharpened his skills as a financial advisor working closely with Paul Artof and Joel Chitiea at Smith Barney in Westlake Village. All three formed Artiea Capital Management, an independent practice through Wells Fargo Advisors Financial Network, in 2011. Jason earned the CFP® certification in 2008.
Growing up as an avid sailboat racer, Jason became interested in the mechanical world. He studied Mechanical Engineering at UC Irvine and received a masters of science at Stanford University. After working as a biomechanical engineer for 7 years, Jason shifted gears in favor of financial services so that he may have the opportunity to directly serve members of his community each and every day. The engineering discipline taught Jason the elegance of design, which he brings to the table when helping clients plan for the future.
Away from the office, Jason spends his free time with his wife, Veronica, and their son, Jacob. All three like to spend time on the water, whether it is sailing in Marina Del Rey or spending a long weekend at Catalina Island.
CA Insurance License Number: 0E93062. Resident State CA