Professional

A metropolitan Kansas City native and current Los Angeles resident, Jason holds a BBA in Finance from Howard University and an MBA from UCLA Anderson School of Management.  His previous work experience includes 10+ years of experience in finance with stints at the Federal Reserve Bank of Kansas City, Deloitte, Capital Group and J.P. Morgan. Realizing that Northwestern Mutual afforded him the opportunity to make a positive impact with his immediate community while also bridging his passion for financial literacy, economic
empowerment and inclusion, he decided to take the leap to become a financial advisor in 2019. Jason is also a member of Kappa Alpha Psi Fraternity, Inc., has served as a mentor with the Riordan Program and is a member of National Black MBA LA.  Outside of work, Jason loves to travel, play beach flag football, snowboard, attend sporting events and spend quality time with his friends and family.

Years of Experience

Representing Northwestern Mutual since 2019.

Education

Degree
Bachelor of Business Administration
Master of Business Administration

Major
Finance

Institution
Howard University
UCLA Anderson School of Management

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Insurance Protection Strategies

Tax-Efficient Strategies

Business Planning

Education Planning & Funding

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline