Our people make us great.

Jason Tanz

Registered Client Service Associate

Jason is a Registered Client Service Associate who provides client service and assists with operations, research, and team support.

Prior to his role at Phillips and Co., Jason spent 2 years at other asset management firms in the Portland area where he assisted advisors with client service and operations.

Outside of work, he loves playing and watching basketball, as well as hiking with his dog and other outdoor activities such as snowboarding and swimming in the beautiful Oregon rivers.

Jason earned a Bachelor of Science in mathematical economics, with a minor in business administration from Oregon State University.

Jason holds FINRA™ licenses (Series 7 & 66) registered at Phillips & Company.