Jason Terhune - Email & Phone Number

Senior Financial Advisor at Capital Advantage, Inc.

Jason Terhune is based out of San Francisco Bay Area and works at Capital Advantage, Inc. as Senior Financial Advisor.

Jason Terhune's Contact Information

Jason Terhune's Work email

j*****@capita***.com

Valid

Latest update

September 18, 2025

Location

San Francisco Bay Area

Jason's current employer

Capital Advantage, Inc.

Description

Largest wealth management firm in Lamorinda (Lafayette, Moraga and Orinda, CA). We are a 100% fee-only fiduciary. Retirement planning, fi...

Website

capitaladvantage.com

HQ Location

Lafayette, California, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Capital Advantage, Inc.

Frequent questions about Jason Terhune

What company is Jason Terhune working for?

Jason Terhune works for Capital Advantage, Inc..

What is Jason Terhune's function at Capital Advantage, Inc.?

Jason Terhune is Senior Financial Advisor at Capital Advantage, Inc..

Where is Jason Terhune based?

Jason Terhune is based out of San Francisco Bay Area.

What is Jason Terhune's work email address?

Jason Terhune's professional email address is j*****@capita***.com

Who are Jason Terhune's co-workers?

Jason Terhune's colleagues are John Hayman, Brian Wang, Dawnalizabeth Henke, Amy Montano, Ian Burkhard, Ian Castille.

Jason's co-workers

President and Founder

Portfolio Manager

Dawnalizabeth Henke

Principal, Chief Operating Officer

Office Manager/Sr Administrative Assistant

Financial Advisor

Senior Financial Advisor

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