email@example.com | 425.283.1612
As a Private Client Services Administrator, Jason works closely with clients to manage daily requests and handles the administration of important tasks. He is a bridge between the client and the custodian – serving as an advocate for the families we serve and ensuring processing goes smoothly. Jason’s attention to detail, compassion, and inquisitive nature aids him in building strong relationships with our clients. Thus, providing the personalized experience our clients appreciate.
Jason graduated from Gonzaga University with a bachelor’s degree in Sociology and a minor in Psychology. Shortly after graduating, he focused on giving back through international non-profit work at GIVE and then coaching adults with disabilities at PROVAIL. He shifted careers when he began working as a Client Service Specialist at Integrity Financial and earned his FINRA Series 65 license.
When Jason came to Coldstream and began working on Team Reynolds, he found a team that blended disability advocacy with wealth management. Through the Disability Advisory Services (DAS) initiative, he can continue growing within the finance industry and know his work has a positive impact on the lives of our clients.
My “nice” wedding ring. It holds emotional value but it’s also a beautiful piece of jewelry. I rarely wear it because so many of my hobbies involve rough wear and tear on my hands.
Always take a minute to step back and review situations, never acting on impulse. From personal interactions to placing trades, the clarity is always helpful.
Spending time with my family, cooking, homebrewing beer, golfing, playing and coaching local volleyball, and fixing up the house. I’m a huge fan of Gonzaga Basketball, Seahawks, and Husky Football.