Jason Sgrignoli

CFP®, MBA
Branch Manager
Financial Advisor, RJFS

Jason J. Sgrignoli, earned his Bachelor of Science in Business Management with Honors from the University of Phoenix and Masters in Business Administration from the University of La Verne. Mr. Sgrignoli serves as a Director of the Officer/Youth Program for the Upland Police Foundation. He also serves as a member of the Board of Directors for Stevens Hope for Children.  Mr. Sgrignoli is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7,9,10 63, and 65 licenses as well as holding a California Life and Health Insurance License. Prior to founding Baseline Wealth Services, LLC, Mr. Sgrignoli started his investment industry career at American Funds Distributors, Inc. as a Licensed Area Sales Representative in 2001. Mr. Sgrignoli then joined Smith Barney in 2005. Mr. Sgrignoli lives in Alta Loma with his wife, Christine, and two daughters.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.