About Jason Greenwood
In 1999 Jason started his career in the financial services industry. While at Fidelity Investments he learned the importance of diversification and how to trade effectively. As an options trader for Client Services he became adept in the stock and derivatives markets. Desiring to become more involved with clients portfolios, Jason moved to the full service model by accepting an offer to work at Merrill Lynch. Jason began working as a Financial Advisor in 2003 at Merrill Lynch in the San Francisco bay area. At Merrill Lynch he became skilled at analyzing employee stock option strategies and comprehensive financial planning. Many of Jason’s existing clients are engineers at technology companies in the S.F. Bay Area. In 2008 Jason became a Chartered Retirement Planning Counselor ®. In 2010 Jason left Merrill Lynch (which had become a subsidiary of Bank of America) to further his career as a private practice financial advisor. Excited to have true open architecture and acting as a fiduciary, Jason continues to help clients reach their short term and long term goals. Jason and his wife Amber were married in 2003 and have two children, Calvin and Forrest. He is an active member of his church and the Boy Scouts of America. Jason earned the rank of Eagle Scout in 1991. He enjoys golf, scuba diving, skiing, tennis and sand volleyball.
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Our team has grown from two to over 15 people, as our agency has expanded and developed over the years. We are based in
New York, USA and our team come from all over the world.