Jason C. Norbeck, CFA®

Jason C. Norbeck, CFA® has over 20 years of experience in the financial services industry. Jason C. began their career in 1996 as a Financial Consultant at Merrill Lynch. In 1998, they joined Wells Fargo Investments, LLC as a Vice President, Private Client Advisor. In 2006, Jason founded JCN Investments, LLC, a fundamental value investment management firm, where they served as Managing Partner, Portfolio Manager, and Research Analyst. In 2011, they joined Morgan Stanley Wealth Management as a Financial Advisor, where they primarily focus on portfolio risk management. In addition to their work at Morgan Stanley, Jason also serves on the Dean's Business Advisory Council at UC-Irvine School of Law and the Finance Committee at the Irvine Public Schools Foundation.

Jason C. Norbeck, CFA® obtained their B.A. in Economics from the University of Michigan between 1990 and 1995. Prior to that, they attended Ann Arbor Pioneer from 1987 to 1990. In August 2005, they earned the Chartered Financial Analyst® certification from the CFA Institute®.