Altruist
Jason has lived and breathed the financial services industry over the last 20 years as a financial advisor, investment systems developer, analyst, and founder of his previous company, FormulaFolios.
With Jason as CEO, FormulaFolios achieved a 13,927% 3-year growth rate and managed over $3.2 billion. This rapid growth ranked the firm as a fastest-growing private company in the country by Inc. magazine 4 years in a row, reaching as high as #10.
Jason was recently named a national EY Entrepreneur of the Year in 2018.
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Altruist
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Altruist helps you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that's making investing fair for everyone. Their platform was built for modern financial advisors who put their clients first.