Jason co-founded and holds responsibility for day-to-day management of all aspects of DJ Wealth Systems, an investment advisor registered with the SEC. DJ Wealth Systems manages a portfolio overlay strategy that uses derivatives to generate incremental portfolio income over the long-term. Jason's responsibilities include strategic planning and policies, finance and administration, human resources, marketing, trading, operations, regulatory management, and compliance. The business was founded in 2018 and got to a peak of $150M strategy assets and 50 clients in three years.