Jason Essayli, CFP®

Founder | Marketing Consultant | Lead Generation Specialist at Advisor Referral Boost
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Arabic Native or bilingual proficiency
  • Spanish Elementary proficiency

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Gilbert Rosas Mortgage Marketing

Jason has very sharp skills when it comes to client relationships but also has very fine tuned and up to date knowledge when it comes to the topic of personal finance. Along with an exceptional work ethic, his reliability is truly apparent when working alongside him.

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2020
    - Nov, 2024
  • Series 65
    NASAA
    Mar, 2019
    - Nov, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Jan, 2019
    - Nov, 2024
  • Series 63
    NASAA
    Jun, 2016
    - Nov, 2024
  • Series 6
    Financial Industry Regulatory Authority (FINRA)
    May, 2016
    - Nov, 2024
  • California Life Insurance License
    California Department of Insurance
    Sep, 2015
    - Nov, 2024
  • Notary Public Commission
    California Secretary of State
    Mar, 2019
    - Nov, 2024

Experience

  • Advisor Referral Boost
    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Founder | Marketing Consultant | Lead Generation Specialist
      • Mar 2023 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President - Financial Consultant
      • Jan 2022 - Mar 2023

    • Associate Financial Consultant
      • Mar 2021 - Jan 2022

    • Client Relationship Specialist
      • Oct 2018 - Feb 2021

  • PFS Investments
    • Financial Services
    • 300 - 400 Employee
    • Registered Representative
      • Aug 2015 - Oct 2018

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Apr 2015 - Aug 2015

Education

  • College for Financial Planning
    CFP® Certification Professional Education Program, Financial Planning and Services
    2019 - 2020
  • California State University-Long Beach - College of Business Administration
    Bachelor of Science - BS, Finance
    2013 - 2017

Community

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