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Jason Craig, CISP

Jason Craig CISP

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A 22-year veteran of the financial services industry, 10 of them in the self-directed IRA space, Jason Craig directs IRA Resources operations and sales teams.

Client accounts and revenue tripled under Jason’s watch while he previously served as president and chief operating officer of The Entrust Group. Earlier in his career, he managed more than $200 million in deposits for the Walnut Creek, California Greater Bay Bank. His thought leadership has been highlighted in interviews with the Wall Street Journal, Forbes, Rismedia, and Relator.com, among others.

A native of the San Francisco Bay Area, Jason lives there with his wife and two children. He works from IRA Resources’ office in Oakland, California.

Forbes Council

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Leadership Team

Liane Bathey, CISP
Founder and CEO

Jason Craig, CISP

Yvonne Garcia, CISP
Chief Marketing Officer

Nicolas Acosta
Senior Operations Manager