Mar 13, 2025 TSG Expands Manhattan Beach Team Welcoming Jason Cole as Newest Managing Director

Manhattan Beach, CA — TSG Wealth Management is proud to welcome Jason Cole as the newest Managing Director at our Manhattan Beach office. With over 33 years of experience as an Financial Advisor, Jason has built a distinguished career helping clients navigate complex financial landscapes with confidence and clarity. Joining him is Registered Client Associate Carl Leiva, further strengthening TSG’s commitment to providing best-in-class client service.

“We are thrilled to welcome Jason and Carl to TSG Wealth Management,” said Mark Schulten, Managing Partner at TSG. “Jason’s depth of experience, strategic insight, and unwavering dedication to his clients align perfectly with TSG’s mission. His addition further strengthens our ability to deliver personalized, sophisticated financial guidance.”

Jason has been consistently recognized for his expertise and commitment to excellence, including being named a Forbes Best-in-State Advisor for 2024, 2023 and 2022. His ability to develop tailored financial strategies and build lasting relationships has made him a trusted advisor to high-net-worth individuals and families.

“Joining TSG Wealth Management is an incredible opportunity to continue delivering the highest level of service to my clients while collaborating with an exceptional team,” said Jason Cole. “TSG’s client-first philosophy and culture of excellence make this the ideal next chapter in my career. I look forward to contributing my experience and insights to the firm’s continued success.”

TSG Partner Allen Schreiber echoed the enthusiasm, highlighting the impact Jason will have on the firm. “Jason’s leadership and expertise make him an invaluable addition to TSG. His ability to craft comprehensive financial strategies and foster meaningful client relationships truly sets him apart. We are excited to have him on board and look forward to the contributions he will make.”

A graduate of UC Riverside with a degree in Business, Jason is a lifelong Angeleno, who now resides in Palos Verdes Estates with his life partner, May. Outside of work, he is an avid golfer, traveler, and music enthusiast, as well as a dedicated soccer dad to his daughter, Sophia, who will be graduating from Middlebury College this spring.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.

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