Jason Eckerman
Managing Director-Investment Officer | Faley Eckerman Wealth Management Group of Wells Fargo Advisors
- Role
- Managing Director - Investment Officer, Financial Advisor at Wells Fargo Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jason Eckerman
I am passionate about helping people understand and simplify the world of money. I use…
Experience
Managing Director - Investment Officer, Financial Advisor
Jul 2016 — Present · Bellevue, WA, US
As Managing Director - Investment Officer with Faley Eckerman Wealth Management Group of Wells Fargo Advisors, Jason Eckerman takes a holistic approach to the unique financial situation facing each individual client. He utilizes more than a decade of financial services experience to better understand his clients\' goals, and he works with them to develop a tailored plan so that they can feel confident and empowered about working toward achieving those goals.Jason believes in educating his clients and holding them accountable to their goals, and therefore he focuses a lot of attention on ensuring clients make smart financial decisions. Diligent research, thoughtful analysis, and a disciplined approach allow him to do this. By spending the time necessary to get to know his clients, Jason is in a unique position to truly be in their corner and help them make informed decisions.
Education
University of Washington
Bachelor’s Degree, Economics
2003 — 2007
Skills
- Investment Planning
- Retirement Planning
- Financial Advisory
- Estate Investment Planning
- Wealth-Preservation Planning
- Financial Education
- Investment Planning Strategies
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