Jason Ezzell's Location
Folsom, CA, US
Jason Ezzell's Work
- Managing Director, Founder @ The Ezzell-Conklin Group
- Senior Vice President, Wealth Management @ Merrill Lynch
Jason Ezzell's Education
- Stanford University
(Innovation and Entrepreneurship Program)
- UCLA Anderson School of Management
Certified 401(k) Professional (C(k)P™)
- University of Pennsylvania
Wharton School of Business
- California State University-Sacramento
Jason Ezzell's Skills
- High Net Worth Individuals
- Fiduciary Management
- Strategic Financial Planning
- Fiduciary Services
- Portfolio Management
- Portfolio Optimization
- Equity Research
- Investment Strategies
- Wealth Preservation Planning
- Asset Management
Jason Ezzell's Summary
Jason Ezzell, based in Folsom, CA, US, is currently a Managing Director, Founder at Natoma Wealth, bringing experience from previous roles at Merrill Lynch. Jason Ezzell holds a Stanford University. With a robust skill set that includes High Net Worth Individuals, Fiduciary Management, Strategic Financial Planning, Fiduciary Services, Portfolio Management and more, Jason Ezzell contributes valuable insights to the industry. Jason Ezzell has 2 emails on RocketReach.
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