Speaker: Jason Colin Patrick, Fiduciary Advisors, LLC
Jason is the Principal of Fiduciary Advisors, LLC. Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, non qualified deferred compensation programs and executive and key employee insurance solutions.
Prior to founding Fiduciary Advisors in 2013, Jason spent 10 years with a National consulting and advisory firm where he headed up the firm’s West Coast retirement practice.
Jason retains his Series 7 (General Securities Representative), Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) licenses and holds the Certified 401 (k) Professional® designation by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He earned his B.S. degree in Business Finance and also retains an Accredited Investment Fiduciary® designation. In 2017, he was named by the National Association of Plan Advisors as one of Nation’s Top 75 Advisors Under 40. Since 2015, Jason has represented the firm’s clients and the retirement industry on Capital Hill in Washington, DC., to discuss retirement and tax reform, industry trends, employer retirement plans and the fiduciary definition/rule. Jason is an active member of the Western Pension Benefits Council, SHRM, PIHRA, NAPA and is on Fidelity’s Advisor Panel. In 2017, Jason received a fellowship after participating in the TRAU Master Class for Elite 401 (k) Plan Advisors at Fordham University School of Law.
Aside from running Fiduciary Advisors, in Jason’s free time, he bikes, kayaks and runs throughout Newport Beach. He enjoys traveling and spending time with friends and family. He supports various charities, to include the National Stroke Association, National MS Society, the City of Hope and the Insuring the Children Foundation. In his past, he has coached a high school JV Lacrosse team and briefly played within Boise State’s Lacrosse program.
Our mission follows five distinct principals.The firm is fully TRANSPARENT. The company’s INDEPENDENCE helps to reduce conflicts of interest. BEST PRACTICES help us drive better results and improved outcomes for our clients and their participants. We constantly look to INNOVATE our processes and deliverables to help create a more positive retirement plan experience. We believe it starts and ends with the CLIENT. By taking the time to understand our clients and their participants, Fiduciary Advisors implements solutions that help create impactful change for a company’s retirement plan and their participants.
Please note that the meeting is on a Wednesday