Jason T. Micheli, PhD
Founder and President
Jason T. Micheli began working in the financial services industry in 2002 at Merrill Lynch, where he earned his Series 7 & 66 securities licenses. In 2023, Jason launched Einstök Wealth Management in order to provide superior service and investment management for his clients.
In 2019, Jason was named by West Coast Magazine as one of 28 people under the age of 40 who are emerging leaders likely to shape the future of Orange County for years to come.
Einstök Wealth Management and Charles Schwab
We have partnered with Charles Schwab in order to provide our clients the best possible wealth management experience.
- Charles Schwab provides clearing, custody, and other brokerage services to Einstök Wealth Management, Inc.
- Working with Charles Schwab gives Einstök Wealth Management, Inc. access to a wide range of products and services that can help us serve the needs of our clients.
- Through our relationship with Charles Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Charles Schwab account.
Charles Schwab® is one of the world’s largest providers of financial services. Founded in 1971, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 29 million individuals and institutions, and had $5.9 trillion in client assets as of October 31, 2020 (“Schwab Declares Preferred Stock Dividend”; Business Wire. December 10, 2020). For more information about Charles Schwab, visit Schwab.com.
7 Questions To Ask A Financial Advisor
We know that finding the perfect financial advisor can be intimidating. You may have the following questions in mind, “How do I know if an advisor has my best interest at heart? Are there any hidden fees? Do they even know what they’re doing with my money?” We have created this guide to simplify the process and to help you along the way. Download now to avoid the biggest mistakes people make.
*Privacy policy: we will treat your email address as we would have others treat ours.