Jason started with Northwestern Mutual in January of 2009. His hard work ethic and dedication has made him one of the top advisors in the company.

Our team specializes in working with well established families and business owners -helping them to achieve their financial goals with an emphasis on creating tax efficiency both today and in the future.

After completing his degree in communications from the University California-Davis, he played minor league baseball for 2 years, finishing with the Chicago White Sox. Following his brief professional baseball career, Jason spent 13 years, first as an employee and then as a business owner in the mortgage lending industry.

Jason has two college age daughters, Jordyn and Kayla, and when not in the business, he enjoys golfing, exercising, and travelling to warm climates around the world. Jason and his daughters are passionate about philanthropy, spending much of their time volunteering with various organizations. 

Jason Shapiro

Jason Shapiro, CLTC®

Managing Director

  • Office 818-610-7066
  • Mobile 818-203-9437


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