CA Insurance License #0C90100
Jason graduated from California State University at Fullerton with a Bacehlors Degree in Business Administration with an emphasis in Financial Planning and Investments. He has worked with Haussmann Financial since 1995. Jason holds a Series 7 License as a General Securities Representative, Series 63 Uniform State Law License, and Series 24 Principal License held through LPL Financial. He is a licensed Health and Disability Insurance Agent with the State of California and earned the CERTIFIED FINANCIAL PLANNER® designation in 2001. Jason supports Trudy Haussmann's clients and responsible for preparing reviews, processing client distributions, completing trades, and answering questions on accounts. Jason can be reached at Extension 227.