How much does Jason Ezzell typically invest?

Jason Ezzell's median deal size is .

What is Jason Ezzell’s main position?

Jason Ezzell’s primary position is Managing Director & Founder.

What are the contact details for Jason Ezzell?

Jason Ezzell’s email address is je .

Jason Ezzell Profile: Contact Information & Network

Jason Ezzell Overview

Firm

Natoma Wealth

Primary Position

Managing Directo...

Jason Ezzell General Information

Biography

Mr. Jason Ezzell is the Managing Director & Founder at The Ezzell-Conklin Group. Previously, he was a Senior Vice President of Wealth Management at Merrill Lynch from 1999 to 2014. Jason has two areas of focus: Portfolio management and Corporate services. The portfolio management segment entails customized portfolio construction and management for a select group of affluent private clients, institutions, and endowments. Jason's focus in corporate services is Qualified and Non-Qualified deferred compensation plans, defined benefit plan management, and business succession planning strategies. Jason holds dual degrees from CSU Sacramento and an advanced certificate from the Wharton School of Business at the University of Pennsylvania. In 2012 Jason attended The Retirement Advisor University (TRAU) at the UCLA Anderson School of Management Executive Education and completed the Certified 401(k) Professional (C(k)P™) program.

Contact Information

Primary Position

Managing Director & Founder, Natoma Wealth

Education

California State University, Degree

Gender

Male

Phone

+1 (916)

Address

157 Parkshore Drive
Folsom, CA 95630
United States