CONNECT

Address:

11622 El Camino Real Suite 100
San Diego, CA 92130

Phone:

858.380.4283

Fax/Other:

858.380.4281

Jason Groth

Jason Groth

Wealth Manager

Jason began his career in the financial services industry in 1997. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. In addition to being a Registered Representative, Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: athletes, municipalities, entertainers, local banks and large corporations.

His areas of specialty include:
Investment Management                                              Tax Reduction Strategies
Retirement Planning                                                     Employee Education
Business Consulting                                                     401k Plans
Stock Options                                                              Asset Protection
 

Jason serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.

Phone 858-380-4283 ext. 302
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck