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's practice is focused on holistic financial planning and wealth management. His goal is to build trusting relationships and help his clients feel confident about their financial future.  Recognizing that each client has their own story, he will work alongside you to develop a personalized plan to fit 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 cheering on his beloved Mariners, Seahawks, and Kraken.

For the past 25 years, Reis has used his extensive knowledge in the financial service industry to provide an exemplary experience for clients. In his role as a registered client associate, Reis is dedicated to building strong relationships and offering personalized assistance while helping clients reach their financial goals, prepare for retirement, and manage their wealth. During his tenure in the industry, Reis has earned Series 7 and Series 66 licenses.  

Outside of work, Reis enjoys golf, gardening, coaching lacrosse, and spending time with his family.