Colorado Investment Firm Expands Presence in San Francisco Bay Area with Hire

San Ramon, California (EastBayDaily) — Avant-Garde Advisors LLC, a wholly owned subsidiary of Avant-Garde Wealth Management Inc., is proud to announce the addition of industry veteran Jason Lohe. Jason is an Independent Private Wealth Advisor who brings with him a strong book and background in unique and viable markets which will expand the firm’s presence in Northern California. “Jason’s unique background puts him in a specialty category all his own when it comes to his expertise and specialties within the sports and entertainment market. From his past working relationship with many high profile athletes & Nike Basketball, to owning his own AFL professional arena football franchise, he brings with him invaluable experience and an unbelievable resume,” said Jon Dubravac, Avant-Garde’s CEO. "It isn't every day you have an opportunity to add a financial advisor who has a proven track record of true advocacy for his clients in not only the sports and entertainment sectors, but throughout his advisory career with all of his clients."

Jason Lohe brings an extensive professional background to Avant-Garde Advisors with almost two decades of experience in both the financial services and sports industries. Jason was one of the first employees in the front office for the original San Jose Clash/Earthquakes and worked with the Oakland A's front office as well. He is one of the few financial advisors in the country who was a Registered Player Financial Advisor with the (NFL) National Football League as well as working for Octagon Football Sports Agency. He was the CEO of Safeguard Financial and Insurance Services and was also the founder of Game Plan Wealth Inc, (an athlete run business management and marketing firm that acted as an advocate for many professional athletes). Prior to founding Safeguard Financial and Game Plan Wealth, Jason worked for Morgan Stanley as a financial advisor specializing in equity collars, and had also worked for AIG Advisor Group and most recently with JP Morgan. Jason is a graduate of UCSB, San Francisco State and currently resides in San Ramon, CA with his wife Misty, and daughters Kaitlyn and Lauren.

About Avant-Garde Advisors

Avant-Garde Advisors is a Registered Investment Advisor & premier wealth management firm based in Centennial, Colorado with a national reach. Avant-Garde provides advisors with a turn-key solution for transitioning to independence, which includes an advanced technology platform, comprehensive asset management solutions and simplistic compliance oversight. In 2014, Avant-Garde Advisors was named one of the fastest growing registered investment advisor firms, by ranking 22nd for growth in 2013 as published in Financial Advisor Magazine. Avant-Garde provides investment management and financial planning services through a network of independent and private wealth advisors in California, Colorado, Florida and Arizona. To learn more about the company, please visit our website at


Eric Patton


  • facebook
  • linkedin