Jason Clark Email & Phone Number
Executive Director - Wealth @ Mosaic Value Partners
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Jason Clark Location
- Aliso Viejo, CA, US
Jason Clark Work
- Executive Director - Wealth @ (April 2026 - Present)
- Principal, Portfolio Manager @ (October 2018 - April 2026)
- Vice President, Senior Portfolio Manager @ AFAM Capital, Inc., Al Frank Asset Management Division (February 2007 - October 2018)
- Executive Director - Wealth @ Mosaic Value Partners (April 2026 - Present)
- Associate Securities Research Analyst @ (January 2005 - December 2006)
- Corporate Bond Trader @ (January 2004 - December 2005)
- Fixed Income Specialist II @ (January 2002 - December 2004)
- Work Center Supervisor @ (January 1992 - December 1998)
Jason Clark Education
- University of West Florida - College of Business
BSBA, Finance (Finance)
2000-2001 - Pensacola Junior College
AA, Business (Business)
1998-1999
Jason Clark Skills
- Equities
- Customer Service
- Capital Markets
- Banking
- Mutual Funds
- Credit Risk
Jason Clark Summary
- Jason Clark, based in Aliso Viejo, CA, US, is currently a Executive Director - Wealth at Value87 Investment Partners. Jason Clark brings experience from previous roles at Kovitz Investment Group, AFAM Capital, Inc., Al Frank Asset Management Division, Mosaic Value Partners and A.G. Edwards & Sons, Inc.. Jason Clark holds a 2000 - 2001 BSBA, Finance in Finance @ University of West Florida - College of Business. With a robust skill set that includes Equities, Customer Service, Capital Markets, Banking, Mutual Funds and more. Jason Clark has 1 emails and 2 mobile phone numbers on RocketReach.
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