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Our financial advice team

Jason Johnson

Jason Johnson


Private Wealth Advisor

Chartered Retirement Planning CounselorSM
509 Wealth Management
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


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


  • CRPC® Chartered Retirement Planning Counselor℠


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

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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"