About Jason
Jason has over 20 years of experience advising senior-level executives.
Previously, Jason was a Senior Wealth Advisor and member of the Investment Committee at Bordeaux Wealth Advisors. He was the founding partner of an SEC-registered investment firm, and he also previously worked at Morgan Stanley.
He resides in Menlo Park with his wife and two children. Jason served on the Menlo Park Transportation Commission and public policy initiatives driving economic vibrancy in the community.
Education and Professional Milestones
- University of Oregon - bachelor’s degree
Jason has over 20 years of experience advising senior-level executives.
Previously, Jason was a Senior Wealth Advisor and member of the Investment Committee at Bordeaux Wealth Advisors. He was the founding partner of an SEC-registered investment firm, and he also previously worked at Morgan Stanley.
He resides in Menlo Park with his wife and two children. Jason served on the Menlo Park Transportation Commission and public policy initiatives driving economic vibrancy in the community.
Education and Professional Milestones
- University of Oregon - bachelor’s degree