Broker Check
Jason C. Heise, CFP®, CLU®

Jason C. Heise, CFP®, CLU®

Wealth Manager


Jason is originally from the Bay Area, and along with his wife Maren, daughter Bailey, and son Reece - has made Davis, CA his home. He attended the University of San Francisco as a University Scholar, graduating with a Bachelor of Science degree in Finance in 2001.

Jason was drawn to SageCrest in 2005 through his own family experience. His father was a client of another SageCrest professional going back to the mid 1990s. “My family and I have SageCrest to thank for many things in life. It is a company I am extremely proud to partner with.”

 “This business is so rewarding because it gives me the ability to make a positive, tangible impact on people’s lives. It brings me a profound sense of pride to work with responsible, caring people who want to provide for their families and contribute to the greater good of their communities.”

 A former collegiate baseball player, Jason remains an avid sports fan, and in his spare time will often be found participating in the occasional competitive race, checking off bucket list items, golfing with friends and clients, and creating memories with his young family.

 Mission Statement

Every day, my professional ambition is to serve as an advocate for my clients and their families – to be their “financial quarterback.” My clients trust me to educate and lead them down the right path to efficiently accumulate, protect, and preserve their wealth, in tune with their specific visions of success, thereby empowering them with the tools and the time to dedicate towards the things they love to do most.

 What I Do for My Clients

Jason believes in a comprehensive, strategy-based approach to serving his clients, many of which are closely held business owners, successful professionals, and their families. “First we must define the vision, and then we can build the strategies that allocate resources to accomplish those goals.”

Jason’s expertise enables him to work with business owners and families in the following specific areas:

  • Tax Sensitive Asset Management
  • Estate Planning
  • Life, Disability, LTC Insurance
  • Group Benefits
  • Key Person & Executive Benefits for Private Businesses
  • Retirement Preparation

In addition, Jason works with families and businesses to prepare for the unexpected, and to enjoy the clarity and confidence that advance preparation provides. As an investment specialist, he lays a firm foundation for his clients based upon their specific risk and tax profiles, seeking optimum return while effectively managing risk. His perpetual planning approach acts as the bedrock for all his portfolio recommendations.

 In addition to his series 7 and 66 securities registrations, Jason has earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter™ professional designations.