JASON ECKERMAN, CRPC®

Financial Advisor

Managing Director - Investments

Address: 555 110 AVE NE, 10TH FLOOR , BELLEVUE , WA 98004
Call: 425-450-4399  |  800-722-3348    Fax: 425-458-4065
Email: Jason.Eckerman@wellsfargoadvisors.com Compose mail in a new window

My Background

As a Managing Director - Investments and a Wells Fargo Advisors Platinum Council member with the Faley Eckerman Wealth Management Group of Wells Fargo Advisors, Jason 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.<br/><br/>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 position to truly be in their corner and help them make informed decisions.<br/><br/>Jason graduated from University of Washington with a Bachelor's degree in Economics, and holds a CRPC (R) (Certified Retirement Planning Counselor) designation from the College for Financial Planning. He has been named to Five Star Wealth Manager list in Seattle Magazine (2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024) Jason was also recently awarded the Forbes Top Next-Gen Advisor award for 2023 and as a team member for the Forbes Best-in-State Wealth Management Teams in 2025. He lives with his wife, Amy; their son, Charlie; their dogs Murph and Moe, and their cat Max. When away from the office, Jason enjoys spending time with his family and friends exploring and adventuring in the outdoors.

Wells Fargo Advisors Platinum Council (2023-24)<br/>The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.<br/><br/>2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2024. Data compiled by SHOOK Research LLC based on the time period from 03/31/23-03/31/24 (Source: Forbes.com). View awards disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm<br/><br/>2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023. Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23 (Source: Forbes.com).<br/>This award was issued on 1/1/2024 by Five Star Professional (FSP) for the time period 5/15/2023 through 11/30/2023. View awards disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm. 2938 Seattle-area wealth managers were considered for the award. 267 (9 percent of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award issued on 1/1/2023 by FSP for the time period 4/18/2022 - 10/21/2022. 2994 Seattle-area wealth managers were considered for the award. 268 (9% of candidates) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2022 by FSP for the time period 5/10/2021 - 11/30/2021. 2938 Seattle-area wealth managers were considered for the award. 267 (9%) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2021 by FSP for the time period 4/27/2020 - 10/30/2020. 2938 Seattle-area wealth managers were considered for the award. 284 (10%) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2020 by FSP for the time period 4/1/2019 - 11/13/2019. 2735 Seattle-area wealth managers were considered for the award. 273 (10%) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2019 by FSP for the time period 4/23/2018 - 11/9/2018. 2752 Seattle-area wealth managers were considered for the award. 290 (11%) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2018 by FSP for the time period 4/25/2017 - 11/6/2017. 2452 Seattle-area wealth managers were considered for the award. 266 (11%) were named Five Star Wealth Managers.<br/><br/>Award issued on 1/1/2016 by FSP for the time period 03/26/16 ? 11/18/16. 1785 Seattle-area wealth managers were considered for the award. 436 (24%) were named Five Star Wealth Managers.

Securities Registered in the following states: AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0G75712)
JASON ECKERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Washington : BELLEVUE Branch