Prior to joining Morton Capital in 1991, Jason was involved in financial and investment planning, including as an investment specialist with IDS/American Express. He specialized in financial and estate planning for individual and corporate clients from 1968 to 1982, achieving life member status in the Million Dollar Round Table. From 1982 to 1985, he served as Vice President of Marketing for Real Property Services Corporation, a firm that specialized in real estate investments. Jason was listed in the first edition of Who’s Who in California Business and Finance. His professional credentials include Chartered Financial Consultant®.