CA Insurance License #0C90100
Jason graduated from California State University at Fullerton with a degree in Business Administration with an emphasis in Financial Planning and Investments. He has worked with Haussmann Financial, Inc. since June 1995. A Registered Representative with Securities America, Inc., Jason holds a Series 7 License as a General Securities Representative, Series 63 Uniform State Law License, and Series 24 Principal License. He is a licensed Health and Disability Insurance Agent with the State of California and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2001. Jason is responsible for preparing reviews, making recommendations, processing client distributions, completing trades, and answering questions on clients’ accounts. * Please call Jason at Extension 227 if you are Trudy's client and need assistance with your distribution, to place a trade or have any questions on your account.