Jason Beccaris's Location
Oakland, CA, US
Jason Beccaris's Work
- Principal and Wealth Advisor @ Parallel Advisors, LLC
- Senior Financial Planner - San Francisco @ Wells Fargo
- Sr. Wealth Strategist @ Union Bank
- Sr. Financial Planner - Philadelphia @ Wells Fargo
- Manager, Personal Financial Counseling Group @ EY
Jason Beccaris's Education
- Temple University - James E. Beasley School of Law
LL.M (Estate Planning Certificate)
1999 - 2000 - Pennsylvania State University, The Dickinson School of Law
J.D.
1993 - 1996 - University of Scranton
B.S. (Finance)
1989 - 1993
Jason Beccaris's Skills
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Management
- Financial Planners
- Financial Advisory
- Investments
- Estate Planning
- Asset Managment
- Portfolio Management
Jason Beccaris's Summary
Jason Beccaris, based in Oakland, CA, US, is currently a Principal and Wealth Advisor at Parallel Advisors, bringing experience from previous roles at Wells Fargo, Union Bank of California and Ernst & Young. Jason Beccaris holds a 1999 - 2000 LL.M in Estate Planning Certificate @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Wealth Management, Strategic Financial Planning, High Net Worth Individuals, Investment Management, Financial Planners and more, Jason Beccaris contributes valuable insights to the industry. Jason Beccaris has 3 emails and 1 mobile phone number on RocketReach.
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