Jason Luhan in

Jason Luhan

Energizer · DISC type I
Chief Compliance Officer and General Counsel at Bison Wealth, LLC
📍 Laguna Beach, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Chief Compliance Officer and General Counsel
Job Level
Leadership
Location
Laguna Beach, California, United States
Personality Overview

How Jason shows up

Imaginative
Enthusiastic
Big Picture Person

They are not always early adopters but can be pursuaded by leveraging strong relationships. They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2024
Chief Compliance Officer and General Counsel
Bison Wealth, LLC
8-2018 - 2-2024
Chief Compliane Officer & General Counsel
The Pacific Financial Group, Inc.
5-2015 - 4-2018
Chief Compliance Officer / Chief Legal Officer
EQIS - Reinventing Wealth Management
1-2015
Compliance and Legal Consulting
Self-employed
7-2014 - 4-2015
COO & General Counsel
Financial West Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
JD
Chapman University Fowler School of Law
Undergraduate studies
Ohio Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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