ABOUT THE FOUNDER

Jason Todd Reynolds
 

Founder, Chief Executive Officer, Financial Advisor
CA License 0E17792

 

Graduate Magna Cum Laude Johnson & Wales University, Providence, RI

 

Bachelor of Science in Finance; concentration Portfolio Management. Minor: Philosophy
Leonard N. Stern School of Business, New York University. New York, NY

  • Began making his own investments in stocks at age 13. 

 

  • At age 19, became the youngest Registered Investment Advisor in the State and Managed $36 million in 6 months.

 

  • While receiving his degree at NYU, worked within an Investment Team at Chase Manhattan Wealth Management with $5 billion in Assets Under Management

 

  • Business Analyst, McKinsey & Company.  Los Angeles, CA

 

  • Financial Advisor, Ameriprise Financial.  Los Angeles, CA
     

  • Recognized with Awards recognizing the top 5% of New Advisors

 

  • Member of Million Dollar Round Table 

  • Recipient of 2019 5 Star Wealth Manager 

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Collaborative Financial Consulting | 433 N. Camden Blvd Suite 970  Beverly Hills, CA 90210 |

 Tel:  (310) 271-2758 | Info@CollaborativeFC.com

CA Insurance License# 0E17792

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