Jason Rotman

Visionary
DISC Type : Ds

Financial Advisor at Elevate Financial Partners

Newport Beach, California, United States

Overview

Jason is the Chief Investment Officer at Elevate Financial Partners, with over 20 years of experience that began as a top futures trader in Chicago. A Princeton University graduate, he creates wealth strategies for high-net-worth families and appears on outlets like CNBC and Bloomberg. Colleagues often describe him as sharp, creative, and methodical.

Beyond his financial career, Jason is a passionate yogi and musician. He performs sacred chant music (kirtan) with his group, Krishnas Kirtan, and has been featured at major national yoga festivals. His spiritual practice offers a balance to his work in global financial markets.

Unique fact: He balances his life as a CIO with his passion for spiritual music, regularly performing as a sacred kirtan chant singer at events across the country.

Personality Overview

Fast But Thoughtful

Big Vision Person

Goal-Oriented

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Market Analysis
As a national media contributor, he frequently discusses market trends, US innovation, and investment opportunities on networks like CNBC, Bloomberg, and Fox News.
Wealth Transfer Strategies
His work focuses on creating sophisticated estate preservation and advanced trust strategies for ultra-high-net-worth families to support long-term generational wealth.
Advanced Insurance Strategies
He often writes about demystifying complex concepts like LIRP and Infinite Banking, viewing life insurance as a foundational tool for advanced wealth planning.

Media Appearances

Jason has no verified media appearances

Work History

3-2024
Financial Advisor at Elevate Financial Partners
5-2020 - 3-2024
Financial Advisor at Pacific Advisors
10-2018 - 5-2020
Director Of Business Development at Everplus Capital, LLC
9-2018 - 4-2020
Instructor at Online Trading Academy
4-2014 - 10-2018
Partner at Valia Capital Management

Education

1997 - 2001
Education details unavailable from Princeton University
1993 - 1997
Education details unavailable from Deerfield High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Newport Beach, California, United States Job Level : N/A Designation : Financial Advisor at Elevate Financial Partners
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jason

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jason take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jason

Personality Compatibility


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