Jason Lohe

San Francisco Bay Area United States

UHNW and HNW Private Wealth Advisor at Safeguard Financial working with Family Offices, Venture Debt, Private Equity

Finance / Banking / Insurance

A top performing advisor and entrepreneur with almost 2 decades of experience in both the financial services and sports industries. Established and owned a SEC registered RIA and insurance brokerage that focused on high net worth executives and professional athletes. I was one of only a few registered advisors with the NFL Players Association, and worked with several professional athletes. Structured the acquisition of a professional football team in the Arena Football League, the relocation of the team from Tulsa to San Antonio and the sale of the team to a local ownership group. Co-founded an investment banking and merchant banking firm with a focus on the media, entertainment, and s...