Board of Directors

Jason Ezzell

Managing Director and Founder of The Ezzell-Conklin Group

Jason Ezzell is the Managing Director and Founder of The Ezzell-Conklin Group, where he leads the group’s research and investment process, driving customized portfolio construction and management for affluent private clients, institutions and endowments. Previously, he spent 15 years as a Senior Vice President of Wealth Management and Senior Portfolio Manager at Merrill Lynch. Jay holds dual degrees from CSU Sacramento and an advanced certificate from the Wharton School of Business – Univ of Pennsylvania, as well as Certified 401(k) Professional (C(k)P™) and Certified Exit Planning Advisor (CEPA) designations.

Jay and his wife live in Folsom with their five children. They are deeply involved in the community and proud advocates of many non-profit and educational organizations, including the Monterey Bay Aquarium, California Academy of Sciences, and 1% for the Planet.