Jason A. Prattes

Partner, Retirement Plan Consultant

Jason Prattes has worked in the financial services industry for over 10 years and started his career as a capital markets analyst in Newport Beach, CA. Jason currently provides retirement plan consulting services to over 50 corporate clients. He earned a Bachelors of Science degree in Economics and Bachelor of Arts degree in Public Policy from Southern Methodist University in Dallas, TX. Jason holds a General Securities Series 7 registration with LPL Financial and is also an Investment Advisor Representative.

949.633.2353