In addition to serving clients full-time, Jason is earning his Certified Financial Planner® designation, the standard of excellence in financial planning, building on nearly a decade of experience in the financial services industry. He is a capable and seasoned problem-solver and provides service on a variety of complex topics while keeping the client's end goals in mind.
Outside of Work
Originally hailing from the Midwest, Jason is a proud Buckeye who has lived in the Seattle area for nearly a decade. On the weekends his wife likes to drag him outdoors to enjoy a local hike with their son. Other interests include games of strategy, college football, and relaxing with a good book. Most recently his nightly reading has bounced between “Bayesian Probability for Babies” and the works of Orson Scott Card.
Designations/Certifications
- Series 6
- Series 7
- Series 63
- Series 65
- WA State Insurance License - Life and Disability
Registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment advisor. Member FINRA/SIPC. Comprehensive Wealth Management, LLC and IFG are unaffiliated entities.
Actively Supports
"I have always enjoyed educating people and helping them achieve their goals. I have also always loved puzzles and seeing how things are connected. Working as an advisor with financial planning has allowed me to combine those two passions into a rewarding career."
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