Jason W. Andersen

I work with financial advisors, analysts, and investment firms in the Southern California market as a resource in their investment process and in building their practice. Whether it’s relaying capital market insight, introducing investment solutions, practice management support, or innovative client acquisition ideas, my goal is to support their practice as a valued partner. Building business relationships by taking a consultative approach, and not only focusing on the immediate need, but rather tailoring solutions and my services to the long term goal of the advisors/firms business model. In doing so, I have formed relationships with several hundred top Financial Advisors along the West Coast covering all channels in the Bay Area, PacNW and now focusing on Southern California.Strengths include:Mutual FundsLP’sETF’sFee based platformsRetirement IncomeAnnuitiesEstate PlanningTaxationPresentationsTerritory ManagementRelationship buildingJason W. [email protected]