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Client and Corporate Services

Biography

Jason Alexander is a Principal in the Santa Barbara office. As an Integration Specialist within the Shared Services department, he focuses on optimizing technology and operational workflows across departments.​

Prior to joining Cerity Partners, Jason served as Director of Information Systems at West Coast Financial, where he spent over eight years in technology management and CRM administration within the private wealth management industry.

In his spare time, Jason enjoys biking, hiking, and road trips with his wife and daughter.

Education

  • B.A. in Economics & Business from Westmont College

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.