As Chief Legal Officer, Jason has oversight of all legal and corporate governance matters at M Financial. He is also responsible for strengthening our internal government affairs capabilities.

Jason joined M with 16 years of experience as an attorney, including 11 as general counsel and chief compliance officer for Capital Institutional Services, Inc. (CAPIS) in Dallas.

Jason holds Series 3, 4, 7, 14, 24, 52, 53, and 63 licenses and is a member of the State Bar of Texas, Security Traders Association, and Association of Corporate Counsel. He has a bachelor’s degree from Stephen F. Austin University in Texas and his J.D. from Delaware Law School (formerly Widener University School of Law) in Delaware.

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