Jason Cole
Managing Director
Jason Cole is a Managing Director at TSG Wealth Management, leveraging his business expertise and passion for financial strategy to help clients navigate their financial futures. With over 33 years of experience as a investment advisor, Jason has been recognized as a Forbes Best-in-State Wealth Advisor for 2024, 2023, and 2022. A graduate of UC Riverside with a degree in Business, Jason is committed to ensuring each client’s financial future is carefully planned and prioritized.
A lifelong Los Angeles native who grew up in the San Fernando Valley, Jason now resides in Palos Verdes Estates with his life partner, May. Outside of work, he’s an avid golfer, traveler, and music enthusiast who enjoys attending concerts and even playing guitar and singing in a band. A dedicated soccer dad, he takes pride in supporting his daughter, Sophia, who will be graduating from Middlebury College this spring. He also enjoys cooking and cheering on the Lakers, Dodgers, and Rams.
CA Insurance License Number: 0816101 Resident State: CA.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). View Award Disclosures