“I am the founder and president of Retirement Wealth Advisors. Each day I strive to use my talents to make a positive impact in the lives of our many clients.”
After spending several years with Morgan Stanley, Jason decided to create his own firm, Retirement Wealth Advisors, to use his independent research to better serve his clients. A distinguished expert in quantitative portfolio management, he has been interviewed by a number of national media outlets and has been invited to speak to students at both local Colleges as well as major Universities. In 2007 and 2008, Thompson/Reuters selected Jason to their Top Advisors list as well as their Top Advisors Under Age 40 list. Jason lives in Grand Haven, Michigan, and spends time working at each of the RWA locations in Michigan and California.
Our Offices
Grand Rapids, MI
501 Baldwin Street
Suite 203
Jenison, MI 49428
(ph) 800-903-2562
(fax) 616-667-2218
West Michigan
701 East Savidge
Spring Lake, MI 49456
(ph) 800-903-2562
(fax) 616-667-2218
Los Angeles, CA
301 Forest Avenue
Laguna Beach, CA 92651
(ph) 310-540-7057
(fax) 310-540-8057
Orange County, CA
4695 MacArthur Court
11th Floor
Newport Beach, CA 92660
(ph) 800-903-2562
(fax) 616-667-2218