Prior to joining SVB, Jason was a Personal Finance Advisor in Los Altos with Opes Advisors, continues to hold an Investment Advisor Representative (IAR) Series 65 registration, and has been in the mortgage industry since 2002 as an investor, broker-owner, and advisor. Jason started his career in the Twin Cities, Minnesota, working closely with residential investors and commercial developers.
Jason studied International Business and Entrepreneurship at the University of Minnesota where he lived for almost two decades. After returning back home to the Bay Area, he quickly became involved in the community by volunteering and leading the BNI Menlo Park chapter, Constant Growth, as President for 5 years. Outside of work, Jason stays active with mountain biking, traveling and passionate about motorsports, design and innovation.
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