Overview
Jason manages multidistrict litigation proceedings and parallel civil and regulatory proceedings, as well as appellate litigation. He frequently defends clients against civil investigative demands, subpoenas, and proceedings brought by state insurance regulators and attorneys general, and assists clients with business practice reviews and litigation exposure analyses.
In addition to handling all types of regulatory and state statutory violations, Jason represents insurance companies in administrative proceedings involving customer complaints and has extensive experience with broker-dealer regulatory and compliance issues, having served as lead counsel in numerous Financial Industry Regulatory Authority (FINRA) securities arbitrations.
Other areas of focus:
- Unfair competition and deceptive trade practices claims
- Elder financial abuse related to life insurance and annuities
- High-exposure punitive damages litigation
- Class actions involving sales to seniors
- Fixed and variable life insurance and annuity products
- Securities and consumer fraud
- Bad-faith claims
- Sales practices and post-sale administration of insurance and investment products
Personal Interests
Jason is a frequent author and speaker on a variety of topics, including class action developments.
Services & Industries
Credentials
Bar Admissions
District of Columbia
New York
Court Admissions
U.S. Supreme Court
U.S. Court of Appeals for the Third Circuit
U.S. Court of Appeals for the Ninth Circuit
U.S. District Court for the Central District of Illinois
U.S. District Court for the District of Colorado
U.S. District Court for the District of Columbia
U.S. District Court for the Eastern District of New York
U.S. District Court for the Southern District of New York
Education
Georgetown University
B.A. magna cum laude (1992)
Georgetown University Law Center
J.D. (1995)
Insights & Events
News
Other Perspectives
- "Regulation and Litigation in the Financial Services Sector," The Brookings Institution, Washington, (May 2014, 2015, 2017)
- ACLI Compliance and Legal Sections Annual Meeting, Las Vegas (July 2015)
- NAVA Government & Regulatory Affairs Conference, Washington (June 2009)
- American Bankers Insurance Association Annual Conference, Washington (September 2007)
- Sun Life Financial Distributors, Inc. Independent Marketing Organizations Roundtable, Phoenix (April 2006)
- ACLI Conference on Insurance and the Law, San Antonio (February 2006)
- ALI/ABA Conference on Life Insurance Company Products (November 2005)
Leadership & Community
Professional Associations
- New York State Bar Association
- American Bar Association, Sections of Litigation, Tort and Insurance Practice
- Association of Life Insurance Counsel
Honors
- Chambers USA — District of Columbia, Insurance: Insurer, 2022
- Faegre Drinker — Pro Bono Honor Roll, 2021