As an investment advisor with American Wealth Management in Petaluma, California, Jason Seale draws on nearly 30 years of experience. He entered the financial sector following his graduation from San Jose State University, where he received his bachelor of arts in business administration in 1989. Jason Seale then began serving as a mutual fund coordinator and financial advisor with Paine Webber.
Jason Seale soon earned a promotion to the role of mutual fund coordinator for the firm's West Coast region. He remained responsible for hands on management of client portfolios, which he diversified with stock options and mutual funds as well as other products. Meanwhile, he collaborated with leading East Coast mutual fund managers to develop high-potential strategies.
Mr. Seale left Paine Webber in 2002 to accept his current position. He remains American Wealth Management's only California advisor, and he continues to oversee client investments with a focus on individualized service and goal-oriented wealth allocation strategies.
In his free time, Jason Seale enjoys learning about the political and social atmosphere during World War II. He pursues a particular interest in the aviation technology and practices of the time.
