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Jason Heid

Service Advisor
Trees

Jason has spent 7 years in the financial industry engaging on everything from banking to account administration to financial planning. Prior to building a career in the financial sector, Jason worked as a manager in the restaurant and customer service industry. As CWM’s Service Advisor he works closely with Brian and Marc to ensure client’s needs are met and exceeded. He is a capable and seasoned problem-solver and provides service on a variety of topics while keeping the big picture 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 7
  • Series 63
  • Series 65
  • WA State Insurance License - Life and Disability
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Jason Website Photo 1

"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."

- Jason Heid
Jason Website Photo 2

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