An investment advisor with American Wealth Management since 2002, Jason Seale guides individual clients and corporate financial representatives in managing 401(k) plans. Additionally, he leads meetings and workshops that inform employees on the benefits of retirement planning. Prior to joining American Wealth Management, Jason Seale served as the West Coast mutual fund coordinator for Paine Webber, in which role he advised clients on portfolio diversification, market trends, and stock and mutual fund options. He joined Paine Webber in 1989 as a financial advisor and mutual fund coordinator.
Mr. Seale holds a bachelor of science in business administration from San Jose State University and such professional certifications as FINRA Series 6, NASAA Series 63, and NASAA Series 65. Outside of work, he serves on the advisory panel of several nonprofit organizations. An avid tennis player, he competes regularly in USTA tennis matches. His other interests include World War II history and the aviation of the period.