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Jason joined Live Oak Bank in 2012 and is the Managing Director for the Investment Advisory Lending Team. Jason provides domain expertise and industry knowledge for a $150MM and growing loan portfolio. Jason is seasoned at lending in this industry having managed a multi-million dollar loan portfolio at a major custodian prior to joining Live Oak. Purposes for Investment Advisory financing include: succession, mergers & acquisition, recruiting & tuck-ins, commercial real estate and working capital. He consults to Advisors to customize financial transactions allowing them to achieve their goals. He is series 7, 63 and insurance licensed. Live Oak Bank is very comfortable lending to Investment Advisors and is laser focused on supporting the financing need in the industry.