3620 Pelham Rd PMB #213 Greenville, SC 29615
Call Us At: 864.973.6688
Jason, a Finance major from Florida State University, joined the Kim & Lahey Law Firm following a successful career as a securities and financial services professional. His career in finance included compliance and operations, fixed income trading, and financial advising. Jason’s experience includes working as a bond trader (Corporate, MBS, CMOS, government agency and Sovereign) in the wholesale broker-dealer market. As a financial advisor, Jason provided investment advice, as well as implemented and managed the portfolios of individual and corporate clients. He also conducted research and stock trend analysis while in law school for the United States Securities and Exchange Commission. Jason earned and previously maintained the FINRA Series 7, 24, 63, 65, and 66 licenses. In 2008, Jason decided to attend law school as he realized that there is a need for attorneys with his business and financial industry background.
Jason is licensed to practice in South Carolina, New York, Florida and California and has represented individuals and businesses in their day-to-day business legal needs including contract negotiation, entity formation, business and asset purchases and sales and business disputes. While he focuses on the transactional side of a business, his legal experience includes litigating business and contract disputes, and trust and estate matters. Jason’s well-rounded experience gives him a unique understanding of disputes that can occur in business, and he uses that knowledge to help clients avoid them. Jason’s finance background and legal education and experience make him well suited to serve clients’ legal needs associated with day-to-day operations.
A sampling of the services offered by Jason include entity formation, governance and maintenance, shareholder and operating agreements, acquisitions, buying and selling of businesses and assets, confidentiality agreements, financings, secured transactions, venture capital and private equity, contract negotiation and intellectual property licensing. Jason’s experience allows him to assist with most typical business transactions.
Jason’s practice involves advising clients form startups and early ventures to middle market and multinational companies, universities, and individuals alike on various business matters. Jason has worked across a range of industries including healthcare, drug rehabilitation, manufacturing, mobile technology, software and IT, landscaping, construction, event planning, medical, staffing, and travel. Jason’s experience with servicing clients of any size, across a range of diverse industries, makes him well-suited to understand the interaction between the legal services available to a client, a company’s available resources and the client’s business goals.