Jason has spent nearly a decade 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 hospitality industry. As a Financial Planner with CWM, he works closely with our clients to ensure their needs are met and exceeded. Jason is a capable and seasoned problem-solver and provides service on a variety of complex topics while keeping 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 over a decade. On the weekends he enjoys spending time with his wife and their son. They can most often be found appreciating a nature walk, blowing bubbles at the beach in Edmonds, or taking advantage of one of their various memberships to the Woodland Park Zoo, Seattle Aquarium, or the Imagine Children's Museum in Everett. Most recently his nightly reading has bounced between “Bayesian Probability for Babies” and the works of Orson Scott Card.
Designations/Certifications
- Certified Financial Planner™ professional
- Series 6
- Series 7
- Series 63
- Series 65
- WA State Insurance License - Life and Disability
Actively Supports
Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer, Member FINRA, SIPC. Advisory services offered through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. IFG and CWM are unaffiliated. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and Certified Financial PlannerTM professional in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
"I have always enjoyed educating people and helping them achieve their goals. I also love puzzles and seeing how things are connected. As a Financial Planner I get to combine those two passions into a rewarding career!"
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