Jason Weese, Cima®,Cfp® Email & Phone Number

Jason is co-founder of the Weese Harris Group and one of the founding members of Merrill's Private Wealth Management Group office in the Pacific Northwest. He focuses on the spectrum of complex wealth issues that face high-net-worth individuals and businesses. Jason's experience spans 3 decades and his breadth of knowledge and focus includes estate planning services, philanthropy, alternative investments, control and restricted securities, lending, hedging and monetization, investment banking and in-depth wealth management planning.Jason is among the select few Financial Advisors recognized by Merrill as a Private Wealth Advisor which demonstrates that he met the most rigorous standards of delivering depth of knowledge in wealth planning and investment advice to the most affluent families.Jason has been recognized several times over the years as a Top 1200 Financial Advisor by Barron's Magazine, most recently being named to the list in 2021 (Published annually in February-March. Rankings based on data as of September 30 of prior year).Jason earned his Bachelor of Arts degree in Finance from Western Washington University. He also earned the CERTIFIED FINANCIAL PLANNER®, CFP® certification and the Certified Investment Management Analyst® (CIMA®) designation awarded by Investments & Wealth Institute™ (The Institute) in conjunction with the Wharton School of Business. Jason is a native of Lake Quinault, WA and now resides in the Yarrow Point neighborhood of Bellevue. He is an active member of Bellevue Downtown Rotary, an avid golfer and sports enthusiast.Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.Banking and Lending Services are through Bank of America, N.A.

Listed skills include Private Family Wealth Management, Estate Planning Strategies And Wealth Transfer, and High Net Worth Portfolio Management.

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  Private Wealth Advisor, Managing Director

  Merrill Private Wealth Management

  Oct 2016 - Present

  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management consultants.

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  Western Washington University

  Bachelor'S Degree