Jason has worked as a financial consultant for nearly 20 years and has an Accredited Investment Fiduciary (AIF) designation. He holds Series 7, 31, 63 and 65 securities registrations as well as Life, Accident and Health or Sickness, Variable Life and Variable Annuities Licenses. He serves on the board of directors of Aloha House, Maui Youth and Family Services, Malama Family Services and Maui United Way. He is also a volunteer with the Kiwanis Club of Kahului and Kalima O Maui.
† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817, toll-free (888) 343-5534.
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