Jason Kelso
,
Senior Vice President, Senior Financial Advisor
NMLS #558392
2301 Rosecrans Avenue
El Segundo, CA 90245
310.536.1658
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

I joined Merrill Lynch Wealth Management in 2004, working to coordinate the financial affairs of a select group of high-net-worth families, business owners, corporate executives, attorneys, and sports & entertainment industry professionals.  As a Certified Exit Planning Advisor (CEPA®) professional, I consult business owners to holistically plan for their financial life outside of their business, as well as help them enhance the value of their business prior to their exit.

Partnering closely with the Jones Zafari Private Wealth Group, I have extensive experience advising private clients, creating customized strategies to help them reach their goals and objectives, thus helping their families responsibly grow and preserve their wealth.  

I received my Bachelor's Degree in Business Administration from Florida State University, and my Master's Degree in Sports Business Administration from the University of Florida. I meet with clients in both Manhattan Beach, California and Jacksonville, Florida.

I am a proud supporter of the University of Florida, a huge Florida Gator sports fan, avid golfer and surfer, and live in Atlantic Beach, Florida, with my wife Leslie, our daughter McKenna, and son Cameron.

Meet Our Professional Staff
Kay Koch
Registered Wealth Management Client Associate
310.536.1665
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Charles Yoo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #238473
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
William Edgar
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Jason Kelso is registered to do business in AZ, CA, CT, DC, DE, FL, GA, HI, ID, MA, NC, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.