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RIA Edge Los Angeles
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA
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RIA Edge Nashville

Jason Pereira
Senior Partner, Financial Planner, Fintech Expert at Woodgate Financial
Speaker

Profile

Jason Pereira is a practicing financial planner and a well-known expert in the advisor technology space. He serves as an advisor and consultant to several AdvisorTech companies and has produced over 300 episodes of the Fintech Impact Podcast, where he interviews founders, thought leaders, and other industry experts on the subject of how technology is changing our industry.

Agenda Sessions

  • Augmented Humanity: How AI Amplifies the Human Element of Financial Advice

    , 1:10pm
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  • ELEVATE Roundtables

    , 2:45pm
    View Session

At this event

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Rob Pettman
Chief Revenue Officer and President
TIFIN

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