In 1999, I joined Edward Jones as a financial advisor to be a local resource for those in my community. In our office, we believe it is important to invest our time in understanding what is important to our clients. Our team uses an established process to assess our clients' tolerance for risk and volatility and to help them build personalized strategies to achieve their goals.

I am a graduate of the University of Washington with degrees in corporate finance and speech communications. I currently have the following professional designations: CFP®, AAMS® and CRPC®.

In 1999, I left the Redhook Brewery accounting/finance department and came to Edward Jones to work one-on-one with individual investors.

Born and raised in Seattle, I have lived in the Green Lake neighborhood since I was a child and have had an Edward Jones office in Green Lake for just over 21 years. My wife, Tanya, and I have two children, Divia and Jehan. Divia is 12 years old, attends 6th grade in the area and loves gymnastics, skiing, horses and swimming. Our son, Jehan, is 7 years old and loves soccer, ice cream, snowboarding and riding his bike. Clients will often see us running the lake, enjoying chips and salsa at Rositas or at the local Yoga studio. We are passionate about travelling, good food and exercise.

Thank you for taking the time to learn a bit about us. We hope to meet you soon.

Sincerely,

Jasen

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Soccer
  • Photography
  • Scuba Diving
  • Yoga
  • Snowboarding

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More