Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Jason J. Wolsefer, CFP, CRPS

Senior Vice President–Wealth Management

Jason graduated from the Richard T. Framer School of Business at Miami University in 1994, earning his B.S. degree in finance and minor in political science. Jason began his career in 1996 at Salomon Smith Barney in Beverly Hills. He gathered other valuable advisory experience at Prudential Securities and Wachovia Securities. Throughout his tenure in the industry, Jason has played an instrumental role in building consulting groups catering to high net worth investors. Jason, his wife Seem, and sons Zane and Wyatt reside in Pacific Palisades. He enjoys spending time with his family and friends, golf, and hiking.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • MI
  • NC
  • NV
  • NY
  • OH
  • OR
  • TX
  • VA
  • WA
  • WI


  • B.S. degree in finance and minor in political science, Richard T. Framer School of Business at Miami University


  • Chartered Retirement Plans Specialist
  • Portfolio Manager
131 South Rodeo Drive
Suite 300
Beverly Hills, CA 90212
  • (310) 281-3860

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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