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Our financial advice team


Jason Johnson

Jason Johnson

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
509 Wealth Management
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019, 2020
  • Ameriprise Circle of Success, 2005-2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

to receive my newsletters and other financial and market information

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"