Jason David Tanz
Before Staring the Jason D. Tanz Financial group in early 2021; I had been working as an Investment Operations Assistant at Clear Financial Partners. During my employment, I was tasked to process financial recommendations provided by Timothy Clairmont CPA, and process the necessary paperwork for the client. In addition, during my time at the firm I was giving duties outside of my job description such as ordering and sending out marketing materials, and keeping the office stocked with necessary supplies, and acting as the de facto compliance officer working with our broker-dealer to ensure operations are up to FINRA and SEC Codes. During my time at the firm I also started the process to obtain my FINRA Series 7, by purchasing and completing the study material; and look to submit a new U4, open a testing window and complete the sed exam in the near future.
From February 2020 through June 2020, I had been working as a Financial Representative for Northwestern Mutual. During my time at the company, I started to develop my book of business as well as obtained my Life and Health Insurance licensing in Oregon, Washington, California, and Hawaii. In addition to passing the Securities Industry Essential (SIE) exam.
A June 2019 graduate of Oregon State University, I received a Bachelor of Science degree in Mathematical Economics and a minor in Business Administration.
After my four-year stint at the university, my course work had provided me with a background in functional teamwork, computer proficiency, and website design. In addition, I have obtained the skills necessary to research and analyze economies and business operations. This is demonstrated in my undergraduate thesis paper developed during my senior research class created an economic theory on college education and its effects on NBA players future salary earnings, which can be found under the Academic Papers tab of the site.
During my time as a student, I worked as a sports program official for intramural (IM) basketball and soccer, as well as started a resale business for men's clothing. In addition, I interned with an online travel and entrepreneurship company, www.halftheclothes.com where I authored articles, researched products, created web pages, developed videos on Adobe premiere pro, and established affiliate partnerships with vendors.
Through work inside and out of the classroom, I have developed skills in teamwork, problem-solving, organization, in addition, to an understanding of mathematical economic research, analysis, and sustainable business administration.
For more information about me, check out my resume or academic projects and professional experience.
Jason D. Tanz Financial Group
For more information about my financial practice, check out the page dedicated to the Jason D. Tanz Financial group and its practices.