Jason Katz is a Settlement Consultant with Quest Settlements. Jason specializes in the design, placement, and processing of structured settlements for cases involving minors, class action lawsuits, medical malpractice, wrongful death, personal injury, employment discrimination, and deferred attorney fees, among other non-physical injury cases.
Jason has acquired a wealth of knowledge over the course of more than two decades in the financial services sector, which he brings to his role as a Settlement Consultant.
Prior to his career as a settlement consultant, Jason owned and operated multiple mortgage companies, overseeing thousands of financial transactions. In 2021, he was listed as one of the top Originators in the country by The Scottsman Guide.
His finance career began as a Financial Advisor in New York City with Morgan Stanley Dean Witter. He held his insurance license, Series 66, and Series 7. There, he focused on financial planning, portfolio analysis, and risk management.
He studied at the University of Arizona and University of Phoenix earning a Bachelor of Science in Business Finance.
Settlement Services
- Structured Settlements
- Minor’s Settlements
- Trust Services
- Attorney Fee Deferrals
- Medicare Set-Asides
- Qualified Settlement Funds
- Lien Resolution
- Government Benefit Preservation
State and Federal Licenses
Life and Health #4398979
NMLS # 312660
California Real Estate Broker #01255282