Jason Jeskey, J.D., L.L.M.
Executive Vice President
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Background
Jason Jeskey is an Executive Vice President at HUB Retirement and Private Wealth. Prior to this role, he was a founding member and Principal of GRP Financial California.
Jason is a former practicing ERISA attorney with a Master of Laws in tax from Georgetown University. Jason is licensed to practice law in three states and the District of Columbia and was in private practice for nine years before becoming an advisor.
As a retirement plan advisor, Jason utilizes his prior law experience to provide technical expertise related to plan design and compliance.
Jason has experience working with plans ranging from $50 million to $4 billion in assets and brings a high level of proficiency in plan design consulting, investment monitoring and selection, and relationship management.
Jason has been nationally recognized by the National Association of Plan Advisors (NAPA) as a Top Retirement Plan Advisor under 40 in 2016 and 2017. He has also been recognized as a 2020 Financial Times 401 Top Retirement Plan Advisor.
In his free time, Jason loves to travel and has visited 44 different countries.
Advisor Location
927 Calle Negocio Suite G San Clemente CA 92673
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Executive Benefit Consulting
NAPA Young Guns: Top Retirement Plan Advisors Under 40: 2016 & 2017 – Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age (born after January 1, 1977.) Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the applicant’s future performance
In 2016, 515 nominations were received. 50 were ultimately selected. In 2017, 510 nominations were received. 75 were ultimately selected.
The Financial Times 401 Top Retirement Advisors 2020 – The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.