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Jason Yncera

Jason Yncera


Jason provides support to advisors as they prepare comprehensive financial life plans. He is also responsible for opening new client accounts.

As a San Diego State University alumni, Jason earned his bachelor’s degree in business administration management as well as earning the CFA Institute Investment Foundations® certificate.

He enjoys sports, coaching soccer, boating, camping, fishing, and spending as much quality time as he can with his beautiful wife and three children.