Jason Liu

Chief Growth Officer

Prior to joining MTC, Jason led the wealth management business for US Bank in WA.  Previous experience includes National Sales Director & Head of Wealth Planning for MUFG Union Bank, SVP at J.P.Morgan Private Client, and SVP at Wells Fargo Advisors leading AZ and Southern CA.  He began his career as an advisor at UBS Paine Webber.  Jason has been honored as one of the top 100 brokerage managers by On Wall Street magazine, coached advisors recognized by Barron’s top 10 advisors, nominated by Phoenix Magazine as one of the top 40 executives under 40, and decorated with numerous leadership, diversity, sales and volunteer awards. He is a graduate of Southern Adventist University and has held his FINRA series 7, 9,10, 23, 24, 63, and 65 securities licenses.