The Strength of Advice®

Jason is dedicated to helping individuals meet their long-term financial goals and establish family legacies. Originally from Bellevue, Washington, he has more than 20 years of experience in the financial services industry. Jason has spent over a decade focused on building trusting relationships and helping his clients feel confident about their financial future.

Jason graduated from the University of Wisconsin-Madison and began his financial services career at Eaton Vance in Boston. Ten years later, he joined Morgan Stanley as a financial advisor in Seattle, followed by Wells Fargo Advisors in 2015 and is excited to be joining D.A. Davidson in downtown Bellevue.

Jason's practice is focused on holistic financial planning and wealth management. Recognizing that each client has their own story, he will work alongside you to develop a personalized plan to fit you and your needs, updating as life circumstances change. He aims to create long-term diversified investment strategies and looks for high-value, cost efficient ways to manage clients' wealth.

Jason lives in Bellevue with his wife and two sons. He is active in his community and serves on the Investment Committee for Kindering, an organization providing early intervention therapies to young children in the Greater Puget Sound. He also serves on the boards of the Bellevue Boys Lacrosse Club and the Bellevue High School Baseball Booster Club. Jason enjoys playing squash, running, traveling, and rooting on his beloved Mariners, Seahawks, and Kraken.

The D.A. Davidson Difference

Since 1935, the financial professionals at D.A. Davidson have offered the best in personalized service to individuals, families, businesses and institutions. We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals and show you the path to achieve them. Our approach is rooted in the values of our employee-owned company that is as independent as you are.