Jason Andersen
Regional Vice President at Touchstone Investments | Newport Beach, California, United States
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As the Regional Director for Hilton Capital Management, LLC, Jason Andersen plays a pivotal role in shaping investment strategies and fostering relationships across the Southern California market and the broader West Coast region. With oversight of seven states, Jason collaborates closely with top financial advisors, analysts, and investment firms, serving as a vital resource in their investment processes. His expertise lies in providing comprehensive capital market insights, which are essential for advisors looking to navigate the complexities of today’s financial landscape.
Jason's approach is centered around understanding the unique business models and client goals of financial advisors, enabling him to tailor solutions that align with their specific needs. By introducing innovative investment solutions, including Hilton Capital Management's SMA and Mutual Fund offerings, he empowers advisors to enhance their practice management and client acquisition strategies. His ability to relay market outlooks and trends not only aids in investment decision-making but also positions advisors to better serve their clients.
With a strong foundation in mutual funds, alternative investments, and investor sales, Jason is adept at building and maintaining relationships that drive success. His personable nature and motivational leadership style foster a collaborative environment where financial advisors feel supported and equipped to achieve their objectives. As a licensed professional with Series 6, 7, and 63 certifications, Jason combines technical expertise with a deep understanding of the investment landscape, making him an invaluable partner for advisors seeking to elevate their practice in a competitive market.
Regional Vice President at Touchstone Investments in December 2024 to Present
Regional Director - West Coast at Hilton Capital Management, LLC in September 2022 to December 2024
Regional Vice President | Advisor Consultant at New York Life Investments in January 2019 to April 2022
Regional Director at Protective Life in July 2017 to January 2019
Director, US Intermediaries at Schroders in April 2013 to November 2016
Internal Wholesaler- Southern California & Pac NW at MetLife in June 2009 to April 2013
Sales/Estimator at Process Fab Inc. in July 2004 to October 2008
Sales/Account Management at Andersen Industries in May 2001 to June 2004
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Territory Management
Mutual Funds
Investments
Financial Markets
Estate Planning
Project Management
Account Management
Alternative Investments
Investment Advisory
Series 7
Building Relationships
Relationship Management
Investor Sales
Series 6
Series 63
Highly personable
Motivation
Self-driven
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Discover more about Touchstone InvestmentsWhat is Jason Andersen email address?
Email Jason Andersen at [email protected] and [email protected]. This email is the most updated Jason Andersen email found in 2026.
What is Jason Andersen phone number?
Jason Andersen phone number is +17147854646.
How to contact Jason Andersen?
To contact Jason Andersen send an email to [email protected] or [email protected]. If you want to call Jason Andersen try calling on +17147854646. (updated on October 30, 2024)
What company does Jason Andersen work for?
Jason Andersen works for Touchstone Investments
What is Jason Andersen's role at Touchstone Investments?
Jason Andersen is Regional Vice President
What industry does Jason Andersen work in?
Jason Andersen works in the Financial Services industry.
Jason Andersen Email Addresses
Jason Andersen Phone Numbers
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