Jason joined Summitry in June 2016. As a Financial Planning Associate, he works with the Private Client Group team providing advisory and planning support to the firm’s Financial Advisors.
Prior to Summitry, he worked with First Republic Investment Management in the San Francisco branch of First Republic Bank. He graduated from the University of California, Santa Cruz with a Bachelor’s of Art in Business Management Economics in 2015.
In his spare time, he enjoys watching basketball, going to the gym, and reading. He is also learning to play the ukulele, albeit at a snail’s pace. He is passionate about learning and challenging himself every day.