Who we are: A Firm that cares about your future and impact Our Advice has on generations of your family. Our Philosophy is to Demonstrate Investment Morality in Action. We care about our client’s as like family. Collaborative Financial Consulting offers a higher standard of Financial Planning and Investment Advice. CFC listens to you and together We create a Plan led by your short and long term goals. Our relationship individually and as a long-term, collaborative relationship. Our thorough Envision 🡪 Plan 🡪 Adjust approach to financial planning increases your probability for financial success.
About Our Founder
Jason Reynolds is from the coal mine town of Rivesville, West Virginia. In this close knit, blue collar community, work ethic and lending a helping hand are values learned with your first steps. By age 11, Jason had built a consistent income stream from delivering newspapers before school; and mowing lawns/shoveling snow after school.
As his savings grew larger, he would spend his nights reading Ben Graham and Warren Buffet books with a flashlight. It became clear to him instantly that Investing and Financial Planning would become his mission, passion and obsession. He committed wholly to the art and science of stock market investing with maniacal focus. It was a 60-mile trip to the closest Financial Advisor’s office to open a brokerage account where he made his first stock investment at age 13.
The death of his father when he was 15 would shape the financial future of 3 generations of his own family and hundreds of families nationwide ever since. This life-changing tragedy at such a vulnerable stage of life cemented his desire to be a financial planning evangelist. Without hesitation it became his life’s mission to educate and impact the financial futures of everyone he could reach. By high school graduation, he was trusted as the unofficial advisor of $5 million in investment and retirement assets of an entire community.
1996: Magna Cum Laude Johnson & Wales University. Providence, RI
Associate of Science Degree - Finance and Investments.
Passes the Series 7, 63 exams, becoming one of the youngest Investment Advisors in the U.S. at age 19.
Generates new business of $180 million of investable assets in his first 6 months
1998: Leonard N. Stern School of Business, New York University. New York, NY
Bachelor of Science Degree - Portfolio Management. Minor: Philosophy
Stockbroker, Merrill Lynch
Stockbroker, Chase Manhattan Wealth Management, Raab/Estevez Group - $5 billion AUM
1998: Business Analyst, McKinsey & Company. Los Angeles, CA
2003: Financial Advisor, Ameriprise Financial. Los Angeles, CA
Financial Advisor Mentor. Recognized with Awards recognizing the top 5% of New Advisors
2007-Present: Founder/CEO, Collaborative Financial Consulting. Beverly Hills, CA.
2012 - 2019: Producer/Speaker of the Luxury Lunch Series “Women, Money and Power” – weekly seminars providing financial lessons for recent divorcees in the Greater Los Angeles area.
2018 – 2019: Creator/Producer/Host of “Money and Power” on ABC 790 AM – Financial Food for the Soul
#2 Ranked Finance Podcast on iTunes.
2019, 2020 - 5 Star Wealth Manager Award Recipient
2021: Founder/CEO, Rebel Investor Hedge Fund. Author of the upcoming book, How to be a Rebel Investor