Jason Arata
Regional Advisor Consultant @New York Life Investment Management
Sacramento, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Feb 2024 — Present
Regional Advisor Consultant @New York Life Investment Management
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EDUCATION
2003 — 2006
California State University, Chico
Journalism, Public Relations, Advertising, and Applied Communication
SKILLS
Retirement Planning401kPortfolio ManagementTerritory ManagementFinancial AdvisorySalesMutual FundsSecuritiesWealth ManagementAlternative InvestmentsSeries 7RetirementStrategic Financial PlanningInvestmentsInvestment AdvisorySeries 63
ABOUT JASON ARATA
Thought leader on overcoming bias and emotion while investing. Strong cross-channel…
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