Jason Eckerman

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. 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. 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.