Jason Seale

For more than a decade, Jason Seale has served as the only California-based investment advisor at American Wealth Management. In this capacity, he reviews his clients’ goals and helps them to develop customized investment strategies with the aim of addressing their specific needs. Jason Seale leverages his particular knowledge of 401(k) plans and the benefits available through them to offer direction to both employees and clients.

Jason Seale accepted this role following a 13-year tenure with Paine Webber, which brought him aboard in the late 1980s as a financial advisor. He demonstrated keen industry knowledge that led to his position as a West Coast mutual fund coordinator.

Mr. Seale comes to his position with a bachelor of arts in business administration from San Jose State University. In his free time, he enjoys competing in United State Tennis Association (USTA) matches and learning as much as possible about World War II aviation.