Katy, TX

Jason grew up in Indiana and graduated college from Indiana University. He moved to Texas in 1995 for a promotion to become a retirement plan wholesaler for Southeast Texas and Southern Louisiana. He wholesaled retirement plans for two retirement plan companies before he became an advisor. He has 24 years of experience with a wide variety of retirement plans and investments. He has implemented, done plan design work, picked investment menus, and performed employee educational meetings for over 1,200 different companies in his career.

Jason has two designations related to retirement plans and investments. They are the: QKA (QUALIFIED 401K ADMINISTRATOR) and AIF (ACCREDITTED INVESTMENT FIDUCIARY).

Jason is registered to conduct business in Texas, Louisiana, and maintains the Series 6 (Investment Company and Variable Contracts Products Representative), 63 (Uniform Securities Agent), 65 (Uniform Investment Adviser Representative), and Group 1 Life and Health license.

Jason is a member of ASPPA, which is the American Society of Pension Professionals & Actuaries. He has also co-authored two retirement plan related articles that were published in the Texas CPA Today magazine.

Taylor joined the Pensionmark, now WIA, team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for WIA’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of WIA’s services within its national market.

Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Nate Garrison serves as Senior Vice President and Chief Investment Officer of WIA. Nate leads the World investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD.

He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 3, 7, 24, 63 and 66 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia, a Master’s degree in Applied Economics from Johns Hopkins University and is completing a Master of Science in Analytics at Georgia Tech next year. 

Jennifer serves as World Investment Advisors' Chief Compliance Officer and Chief Operations Officer. She manages the firm's compliance program, operations, and partners with advisors to deliver infrastructure and support services. Prior to joining the team in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.

Emilio joined Pensionmark, now WIA, in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health.

Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.