Jason Reed

Investment Advisor @Family Wealth & Vestus Llc

Orange County, CA, US

Serve as Investment Advisor at Family Wealth & VestUS LLC, a boutique firm providing customized wealth management and investment advisory services to high-net-worth individuals and families. With over 25 years of experience in the financial sector, I specialize in blockchain technology solutions and sophisticated fixed income strategies.My role encompasses helping clients achieve their financial goals, protect their assets, and plan for their future through innovative investment solutions. I bring integrity, trust, and innovation to every client relationship, leveraging diverse perspectives and experiences to deliver superior outcomes.Key specializations include blockchain technology applications in wealth management, advanced fixed income solutions, and portfolio management across stocks, bonds, derivatives, and foreign exchange. I work with clients across various risk profiles and investment strategies to optimize asset allocation and generate consistent returns.As a Certified Blockchain Expert from the Blockchain Council, I provide cutting-edge cryptocurrency and blockchain investment strategies that most traditional advisors cannot offer. This expertise, combined with my extensive fixed income background, allows me to create unique wealth preservation and growth strategies.My approach emphasizes protecting client capital while capturing growth opportunities through innovative financial technologies and sophisticated investment vehicles. I maintain the highest standards of fiduciary responsibility while delivering personalized service to affluent families seeking advanced wealth management solutions.

San Diego State University

Bachelor of Applied Science (B.A.Sc.), Economics