Jason Wang
,
First Vice President, Senior Financial Advisor
800 E Colorado Blvd
Pasadena, CA 91101
626.817.6806
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Jason Wang is a dedicated Senior Financial Advisor who focuses on Non-Resident clients, as well as domestic clients in the U.S. He has been focusing on meeting the unique needs of affluent individuals and families in both market for 20 years, and is able to custom tailor a portfolio for you to help meet your unique challenges.

Jason’s approach to wealth management is consultative, objective, and committed to excellence. First, he will take the time to listen to you and review your financial circumstances, preferences, and goals. Secondly, he will offer thoughtful recommendations based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to accurately reflect your income and growth expectations.

Jason received his Masters from The University of Kansas and has been in the financial services industry since 1999.

About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jason Wang is registered to do business in CA, FL, ID, IL, KS, WA.