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Our financial advice team


Jason Johnson Ameriprise Financial Advisor

Jason Johnson

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
509 Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 69 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business

Interests

Spending time with Family

Watching Sports, Playing Golf

Travel with Family

Community participation

Eastern Washington University Alumni

Member of National Public Radio

Member of KSPS Friends of 7 - Public Television

Support ARC of Tri Cities

Annual Supporter of "Pride in Nursing Conference"

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2005-2019

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, Marketing & Finance, Eastern Washington University, Cheney WA
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