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I love helping our community by mirroring them and serving them the way they prefer. In a diverse community that we serve we need to accommodate and help them adapt to the rapid changes in the current world.Our vision is to grow our Advisers both horizontally and vertically helping them become the leaders in their community, and to identify and develop leaders to help grow and oversee future branches in our organization.Born from Seoul, South Korea and immigrated to US at age 10 and grew up in CA from a immigrant family. I have lived thru our diverse community go thru challenges of adapting to American culture/society and financial planning in US. Graduate of USCD and studied Management Science and Asian Studies and entered the Financial Services industry with NYLIFE then became the youngest MDRT qualifier in the US in 2002, then promoted to management in 2004 and became one of the youngest executive since 2009 and won many national awards and lead agencies in Hawaii then Greater LA. In 2017 founded and started agency with Guardian and Park Avenue Securities and have broke records back to back years as the #1 new recruiting and producing agency in Guardian history, and won many national awards as well serving clients, recruiting and developing financial and insurance professionals in CA./COMPLIANCE:2023-1026/
Emotional Intelligence Financial And Insurance Services Corporation
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C.E.O. And FounderEmotional Intelligence Financial And Insurance Services Corporation Mar 2022 - PresentThe focus of the Emotional Intelligence Financial and Insurance Services Corporation centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Emotional Intelligence Agency in Greater LA envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth.Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is a wholly owned subsidiary of Guardian. Emotional Intelligence Financial and Insurance Services is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0D43680. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Head Of AgencyGuardian Life Nov 2017 - Present
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Managing PartnerNew York Life Insurance Company Mar 2013 - Nov 2017New York, New York, Us -
Senior PartnerNew York Life Insurance Company Sep 2009 - Feb 2013New York, New York, Us
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PartnerNew York Life Insurance Company Jan 2004 - Aug 2009New York, New York, Us
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Financial Services ProfessionalNew York Life Insurance Company Nov 2001 - Dec 2003New York, New York, Us
Jason Koo Skills
Jason Koo Education Details
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Uc San DiegoManagement Science -
The American College Of Financial ServicesFinancial Planning And Services
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Uc San DiegoMinor In Asian History
Frequently Asked Questions about Jason Koo
What company does Jason Koo work for?
Jason Koo works for Emotional Intelligence Financial And Insurance Services Corporation
What is Jason Koo's role at the current company?
Jason Koo's current role is We help professionals and business owners create a customized financial plan to develop tax efficient strategies to achieve their goals. We are also offering career opportunities in Financial and Insurance Planning..
What is Jason Koo's email address?
Jason Koo's email address is jt****@****nyl.com
What is Jason Koo's direct phone number?
Jason Koo's direct phone number is +184328*****
What schools did Jason Koo attend?
Jason Koo attended Uc San Diego, The American College Of Financial Services, Uc San Diego.
What are some of Jason Koo's interests?
Jason Koo has interest in Civil Rights And Social Action, Social Services, Education, Politics.
What skills is Jason Koo known for?
Jason Koo has skills like Leadership, Finance, Retirement Planning, Insurance, Investments, Fixed Annuities, Estate Planning, Strategic Planning, Sales, Financial Services, Life Insurance, Marketing.
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