- Our Story
Our past, present and future.
Jasper E. Mallard
Originally from Iowa, Jasper is a hardworking, thorough, and trustworthy individual. He maintains strong relationships with clients and believes that customer service is critical to any business. He sets high goals and isn’t satisfied unless he exceeds them.
Jasper graduated magna cum laude from the University of San Diego with a degree in Business Administration (BBA) and an emphasis in finance. His choice to study finance allows him to have a solid basis from which to understand personal finance. While at USD, Jasper competed in collegiate rowing.
In his free time, Jasper enjoys staying active with golf, road biking, and competitive pistol shooting. Jasper is solution-oriented and is more than happy to work with you to achieve your financial goals.
Jasper currently holds a Series 7 and Series 66 securities license, in addition to a California Life/Health Insurance License.
The Core Team
- Murray A. Johnson, III
President and CEO - Jasper E. Mallard
- David H. Houston
- Erin Lauffer
V.P. Operations
Our Partners
- Shane Johnston
- Judith Seid, CFP™