RD's Tax & Financial Strategies |
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Jason Marino, EATax Preparer / Audit Coordinator
Phone: 408.879.9181
Mr. Marino is an Enrolled Agent, and earned two bachelor's degrees from New Mexico Tech in Computer Science and Business Administration in 2000. He currently prepares personal, trust and entity returns and conducts complex tax law research for all audit representation cases for clients of RD's Tax & Financial Strategies. He also supervises all Tax Return Review staff, as well as coordinates bookkeeping work. Certifications/Licenses: - Enrolled Agent (since 2004) - Series 7, 66 Investment Licenses - CA Department of Insurance: #0F49057 
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3190 S. Bascom Avenue Phone: 408.879.9181 |
RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124
Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI. Robert Duitz is advisory licensed in California and Maryland. Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185. Jason Marino is a registered representative registered to transact business with clients in CA. Jason is also an insurance agent licensed in California, CA Insurance License #OF49057. Lena Ortega is a registered representative registered to transact business with clients in CA. Lena is also an insurance agent licensed in California, CA Insurance License #OC73184. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.
RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.
Securities offered through H.D. Vest Investment Securitiessm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Servicessm, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.